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.
A FEW THOUGHTS
Making your retirement dreams a reality requires a blueprint. You may have dreams of traveling more or buying a second home. But to make those goals a financial reality you need to consider…read more
At Wealth Impact Partners, we often talk to our clients about their “financial potential”. We ask questions like, what are some of things you hope to accomplish with your money?read more
One of the things we like do with new clients in our initial meetings is ask questions. But we don’t ask the questions you might necessarily expect from financial advisors.read more
We would like to use this issue of The Activator to share some timely information about the upcoming 2016 Global Leadership Summit that takes place on August 11 and 12.read more
We’d like to share two strategies that we believe are both compelling and relevant for a great many average affluent families.read more
In this edition of The Activator, we’d like to share three short educational videos with you. We encourage you to take a few minutes to watch each of these and in the process to reflect…read more
As the 2016 Presidential election in November draws nearer, political tensions continue to increase as the candidates’ showmanship has caused stagnation and dissent among many of the American voters.read more
In today’s Activator, we would like to share two Boston-based organizations that are doing inspiring and impactful work in our community.read more
In today’s Activator we’d like to share two particularly noteworthy books that we’ve recently read and found to be both insightful and thought-provoking.read more
In today’s Activator, we’ll be sharing two real life stories from our very own portfolio of client families. We’ve changed the names and details to protect their confidentiality and ensure their privacy.read more
We hold ourselves out as Personal Legacy Advisors and our unique financial and estate planning process is called The LifePrint Planning Process™, because after 20 years of working with smart and successful private wealth holders…read more
As we embark on 2016 and prepare for what we hope will be a year of personal growth and learning, new experiences, and deepening relationships, we think it’s a really perfect time to…read more
On December 1, Mark Zuckerberg and his wife, Priscilla, posted a letter to their new daughter, Max, that described their hopes for her future.read more
For years, Wealth Impact Partners has championed intentional giving among the clients we serve. It’s our privilege to help clients create Life & Legacy plans that include gifts to the people, causes, and organizations that matter most to them.read more
Can Money Buy You Happiness? That’s the headline for a recent Wall Street Journal article that explored the latest recent research into this provocative question.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 / firstname.lastname@example.org.
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
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.