At Wealth Impact Partners, we believe that well informed clients make well informed decisions. We also appreciate that you have many demands on your time. That’s why we are committed to providing you with educational and inspirational information that is current, insightful and relevant to your financial life and business.
While we have included several educational items on this website, we also maintain an extensive library of information at our offices. If you would like to learn more or receive additional information on financial topics of interest, please contact us.
MANAGING WEALTH FOR A MORE IMPACTFUL LIFE
Most individuals who establish a significant amount of wealth or start their own business put a lot of time and effort into building that asset. What they don’t always do is put that same amount of time and effort into protecting that asset.read more
There is nothing more important than your health and the health of your loved ones. Unfortunately, it doesn’t always play out that way for all of us. Many of us know someone who has received a major medical diagnosis. While some of that is beyond our control, the good news is we have the ability to influence and impact a lot of our livelihood.read more
Most of us want to do more to make the world a better place. The things that hold us back tend to be the same for most of us: time and money. We have to take care of our smaller bubbles—our families—before we can tend to the larger ones.read more
The Myer-Briggs personality inventory is a tool that was developed based on the theory that people perceive the world and make judgements based on four dichotomies: introversion or extroversion; sensing or intuition; thinking or feeling; and judging or perceiving.read more
When we plan for the future, we tend to think about all the things we will do. What we don’t often think about—or maybe what we don’t want to think about—is what will happen if for some reason we’re not around to do those things.read more
For most of us, our homes are more than just places where we sleep and eat. They are safe havens where we make memories and watch over our families. Likewise, if you’re lucky enough to own your own business, that’s something you value.read more
Many wealthy families have a strong entrepreneurial spirit. Perhaps the wealth began with an individual who built a business from nothing and that empowered and inspired future generations. Or perhaps the family is just filled with creative minds and strong business acumen.read more
If you want to know if something will work the way it should under the most challenging circumstances, what do you do? You test it. That’s why automakers send their cars crashing into walls. They want to know how all the components will hold up.read more
As humans beings, we all want to be happy. No matter what your station in life—how old you are, what you do for a living, where you live—happiness is something we all seek on some level.read more
When someone names you as the executor of their estate, it’s a meaningful act. Without the right legal and financial guidance during estate administration, it’s easy to make mistakes.read more
Here are some proven insights to increase your likelihood of getting positive results out of negotiations.read more
While you can never really prepare yourself for a serious illness, there are some things you can contemplate to be better equipped should such an event occur.read more
There are a lot of different financial or personal reasons for setting up a trust, and they can have a lot of valuable benefits. But there can be risks with trusts too.read more
One of the great underrated skills in both life and business is the ability to ask questions and listen to the answers. It sounds simple, and yet it’s much harder than you might think.read more
One of the biggest risks and opportunities in the marketplace right now is life insurance policies that have not performed as illustrated. The biggest reason this is happening is that we’ve seen over a decade of historically low interest rates.read more
LIFEPRINT™ PLANNING PROCESS
Read examples of how our planning process can be a catalyzing force to help families discover previously unimagined excess wealth and the financial freedom to live more and give more.
Discover the impact professional underwriting advocacy can have on the price of your life insurance policy.
See how professional life insurance policy management can form a durable bridge connecting your expectations of promised policy benefits with actual results.
There are numerous situations when insurance policies need to be changed or are no longer needed. In cases like these, a life settlement can provide an attractive alternative to surrendering or lapsing the policy.
GUEST SPEAKER PROGRAMS
Ron Ware, founder of Wealth Impact Partners, is a personal legacy advisor who educates, motivates, and empowers individuals, families, and business owners to clarify the purpose of their life and their wealth. He helps them think deeply about what’s possible, affirm what they really care about, and confidently plan to make a significant impact on the people, causes and organizations they care about most.
Ron is a gifted and passionate speaker who teaches regularly on behalf of tax, legal, financial, and other professional colleagues and charities.
If you are interested in booking Ron as a speaker for an upcoming meeting, event, or audience – or if you want Ron to conduct a customized, private session for your clients, advisors or charity –
please call or email Glenna Mann at: 781-489-9802 / email@example.com.
Listed below are some of his most popular presentations that can be tailored for your organization.
Matriarchs find wealth and power by good fortune, but Mavens proactively choose to lead and succeed. Are you a Matriarch or a Maven?read more
Discovering a More Proactive Approach to Helping Families Do More That Matters Do More That Matters.read more
This presentation to business owners introduces new possibilities and perspectives.read more
What do you consider the “wealth of your life?” Most people readily agree it’s about more than money.read more
This faith-based presentation describes God’s call for us to live lives of impact that leave a lasting legacy.read more
The work accomplished by local, national, and international charitable and non-profit organizations has a tremendous impact in our world.read more
Do you ever feel as if many of the conversations you find yourself having on a day-to-day basis have become uninteresting or seem irrelevant?read more
Ron Ware, president of Wealth Impact Partners, has co-authored You Can Do More that Matters – a unique guide that serves as a “how to” for individuals and families who hope to…read more
Wealth Impact Partners recently hosted a “book launch” party to celebrate the publication of You Can Do More That Matters, a book co-authored by WIP founder and president Ron Ware.read more
Available Now: You Can Do More that Matters – The Book!
Donors can improve their own financial picture; have more for family, other loved ones and charity.
Wellesley Hills, MA – Ron Ware, president and CEO of Wealth Impact Partners, has announced the opening of a new office in Rhode Island to serve current and prospective clients and partners living and working in the Ocean State.read more
Wellesley Hills, MA – Wealth Impact Partners is pleased to announce its participation in Cristo Rey Boston High School’s Corporate Work Study Program.read more
THE ARC PROCESS™
YOU CAN DO MORE THAT MATTERS
WEALTH MANAGEMENT PLATFORMS
ARE YOU READY TO GET STARTED? CONTACT US TODAY!
Wealth Impact Partners
175 Highland Avenue
Suite 401 Needham, MA 02494
1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
33 College Hill Road
Suite 31A Warwick, RI 02886
Securities offered through ValMark Securities, Inc., Member FINRA/SIPC. Advisory services offered through ValMark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Wealth Impact Partners is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.