THE VISION THAT DRIVES US
HELPING YOU BRING NEW POSSIBILITY AND PURPOSE INTO VIEW
Success, security, and prosperity are personal rewards we all strive for. While you may see your destination, the steps for getting there are often less obvious. At Wealth Impact Partners, we believe that successfully reaching your goals requires a broad and studied view of your financial landscape, integrated advice, and a customized plan that manages not only the opportunities, but also the risks that you may encounter.
By helping clients gain clarity and confidence, we hope to “activate” their excess wealth and motivate them to discover or affirm their “more that matters.” We do this by helping people dream more, plan better, and take action. We consider our work successful when our clients feel free to live more and give more. This is the vision that drives the mission, values and work of Wealth Impact Partners.
OBJECTIVE ADVICE, COMPREHENSIVE SERVICES
Wealth Impact Partners is independently-owned and is not tied to any one company, product or provider. We guide you according to the priorities you establish and then help you tailor and integrate the right strategies and tools for each phase of your financial life.
Through our independent relationships with Valmark Financial Group, Schwab Institutional, Pershing and others, we have access to some of the top echelon of global resources in our profession. As your personal advocates, we bring together the necessary resources based on your unique needs and deliver them with objectivity and superior personal service.
HOW WE CAN BENEFIT YOU
Improve Your Lifestyle
We explore income enhancement and expense reduction strategies which may improve your lifestyle and create discretionary income.
Minimize Taxes
We help identify ways to minimize taxes which may free up cash for spending and investments
Reduce Stress
We help organize your financial information which may help reduce uncertainty and stress.
Protect What Matters
We design risk management strategies to help you protect the people and things that matter to you.
Wealth Transfer
We work with you and your advisory team to review your estate plan and recommend how you may want to direct the transfer of wealth on your terms.
Stay Focused
We develop, plan, implement and review recommendations to help you stay focused on reaching your goals.
Optimize Your Wealth
We professionally manage customized investment programs to help you optimize your wealth based on your risk tolerance.
Prioritize Your Goals
We help to define and prioritize your financial goals to articulate your expectations.
Strategy
We help you manage the value of your business interests as well as recommend strategies to help recruit, retain and reward your employees and key executives.
OUR PEOPLE MAKE US WHO WE ARE
At Wealth Impact Partners, you’ll find passionate people from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for managing and preserving your wealth.
OUR CORE TEAM – WEALTH IMPACT PARTNERS
RON WARE, J.D., CFP®
Partner / Personal Legacy Advisor
JOSH PROCACCINI, CFP®
Partner / Personal Legacy Advisor
ROBERT MACARTHUR
Partner / Executive Benefits Advisor
PAUL ROKOSZ, MBA, CFA®
Personal Legacy Advisor
JAKE CLARK
Analyst
MATT EDWARDS
Analyst
GLENNA MANN
Client Service Manager
SARAH PROCACCINI
Executive Assistant
CINDY L'EUROPA
Client Service Manager
JENNIFER PESCATORE
Client Service Manager
STRATEGIC PARTNERS – VALMARK FINANCIAL GROUP
CHRIS BOTTARO, MBA
Senior Vice President
MICHAEL MCCLARY, MBA
Investment Manager
CHRIS FINEFROCK, MBA, CFP®
Senior Vice President - Investments and Financial Planning
MICHAEL MICHLITSCH, MBA, CRPC®
VP, In Force Insurance Solutions
TYLER DENHOLM, CFA®
Investment Analyst
PHIL JACKSON, MBA, CLU®
Managing Director, Insurance Marketing
LAUREN BALLANTINE, FALU
Vice President, Underwriting
MINDY SHAFFER
Operations Supervisor, New Business
ZACH HURST, CFP®
Director, Financial Planning
JUSTIN SCHEMA
Analyst, Policy Management
LUKE EHINGER
Director, Insurance Marketing
CARMEN DONOFRIO
Senior Financial Planner
DANIEL YERGAN
Financial Planner
MICHAEL TRICASO
Associate Financial Planner
STRATEGIC PARTNERS – BORCHERS TRUST LAW GROUP
TIM BORCHERS, JD
Estate Planner
MARC CUSANO, JD
Estate Planner
PAULA NOLAN
Estate Planning Paralegal
COURTNEY O'RIORDAN
Paralegal
ERIKA SCHAAD
Administrative Legal Assistant
OUR BACK OFFICE SPECIALISTS
SOME OF THE BRIGHTEST MINDS IN THE BUSINESS WORKING ON YOUR BEHALF
Through our relationship with Valmark Financial Group, we have access to an experienced support team with credentials spanning multiple financial disciplines – from legal, accounting, tax and financial advisory expertise to life insurance, retirement planning and securities. This team of over 100 professionals serves as our back office support staff. A sample representation of the team’s credentials includes:
AN UNDERWRITING ADVOCACY TEAM with several former insurance company underwriting vice presidents, directors and medical directors, a licensed physician, and a staff of case management, business processing and policy service specialists.
PRODUCT / PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including a team of attorneys, accountants, MBAs, Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants, many of whom are FINRA Registered Principals who provide independent assessment and analysis of recommended product sets.
OUR STRATEGIC PARTNERS
GLOBAL RESOURCES DELIVERED WITH CONCIERGE-LEVEL SERVICE
In addition to working closely with our clients’ attorneys and accountants, Wealth Impact Partners maintains independent relationships with some of the industry’s top echelon of global financial resources. By combining these resources with our high level of personal service and expertise, we offer the best of both worlds – institutional quality and selection with concierge-level service and advocacy.
Wealth Impact Partners is a Member Firm of Valmark Financial Group, an exclusive, 54-year-old, invitation-only consortium of independent wealth advisory firms. ValMark employs over 100 professionals who provide a concierge level of support to each Member Firm. Among Valmark’s professionals are experts in life insurance and other protection products, medical underwriting, qualified and non-qualified plans, investment analysis and portfolio management, product due diligence and regulatory compliance.
As a Valmark Member Firm, we are able to leverage the specialized expertise of these professionals to help us deliver analysis and recommendations when helping our clients strategically plan their financial futures.
As a collective group, Valmark Member Firms have an estimated $40 billion of life insurance in force and over $12 billion of assets under management. This combined buying power gives us access to some of the nation’s best companies and products and allows us to negotiate favorable arrangements on behalf of our clients.
ValMark Securities, Inc. is a member of FINRA and SIPC, is licensed in all 50 states for securities and insurance and has over 100 independently-owned Member Firms throughout the United States. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC. www.valmarkfg.com
Wealth Impact Partners uses several of the industry’s most reputable custodians for administering your investment accounts. Their global resources and state of-the-art technology enable us to provide you with comprehensive tools and accurate, consolidated reporting of your assets and transactions with us.
INSURANCE COMPANY PARTNERS
Through our affiliation with Valmark Financial Group, we maintain strong relationships with many of the industry’s most highly rated life insurance companies. Many of these company relationships span decades which gives us leverage in negotiating favorable arrangements on behalf of our clients. Although we have access to dozens of high quality insurers, our core group of insurance companies includes:
CONTACT US TODAY!
MA OFFICE
Address
Wealth Impact Partners
175 Highland Avenue
Suite 401
Needham, MA 02494
Phone
(781) 489-9800
Email
info@wealthimpactpartners.com
For turn-by-turn directions to our Massachusetts office, please reference the map below.
MA OFFICE
CH OFFICE
Address
Wealth Impact Partners
1415 W. 22nd Street
Tower Floor
Oak Brook, IL 60523
Phone
(847) 595-1970
Email
info@wealthimpactpartners.com
For turn-by-turn directions to our Chicago office, please reference the map below.
CH OFFICE
FILL OUT THE FORM BELOW AND A WEALTH IMPACT PARTNERS TEAM MEMBER WILL CONTACT YOU
ARE YOU READY TO GET STARTED? CONTACT US TODAY!
Wealth Impact Partners
E: info@wealthimpactpartners.com
175 Highland Avenue
Suite 401 Needham, MA 02494
P: 781.489.9800
1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
P: 847.595.1970
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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