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.


Take Your Investing and Your Financial Planning to the Next Level

While we have enjoyed a robust and long running domestic equity bull market for quite some time now, many of us, investors and advisors alike, are beginning to grow uncertain with what we are seeing in view for the future. A second opinion is almost always a good idea, and usually at a minimum ‘can’t hurt.’

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Why Investing in Bonds May NOT Be the Safest Strategy Right Now

One way investors have traditionally protected themselves during periods of market volatility is to balance their portfolios by investing in fixed-income securities like bonds. While this strategy has proven effective in the past, it’s a much riskier path to take at our current moment for one critical reason: record-low interest rates.

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The Gift Of HumanKind

In a year that left many of us lonely, depressed, and in mourning, we additionally experienced some of the most divided cultural and political moments in our nation’s history. As this season of giving, grace, and love approaches, may I gently encourage each of us to realize that we can be a living and breathing gift this year. We can be the gift of HumanKind.

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Virtual Town Hall: Are You Prepared for What May Come Next?

We would like to invite you to a special live and interactive Virtual Town Hall we will be hosting on Tuesday, September 15, 12:30 p.m. The event will include our strategic partner, Michael McClary, Chief Investment Officer, Valmark Advisers, Inc., and an esteemed group of panelists.

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Town Hall Webinar: COVID-19 Impact On The Market

We would like to invite you to a special live and interactive Town Hall webinar we will be co-hosting with one of our strategic partners, Richard Limekiller, CFA, CFP®, Managing Director and Senior Portfolio Manager, City National Rochdale, on Friday, April 3, 10:00 a.m.

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In this volatile market, be sure you have a proper, more complete outlook

As you might imagine, we’ve been having lots of conversations this week about the coronavirus-induced volatility presently ravaging the stock market. You know how when it rains, and your lovely picnic gets rained out, there’s always that person with a positive outlook who says, “That’s ok, the grass really needed the rain”? Think of us as that person right now with respect to the stock market, your investment accounts, and your financial plan.

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Practical Tips for Achieving Your New Year’s Goal

The start of a New Year is a time for setting goals. Sometimes it’s a modest goal like finally cleaning out the basement. Sometimes it’s a more ambitious goal like launching a new business. Whether your goal for 2020 falls more on the modest or ambitious side, the question is: What steps will you take to bring your goal to life?

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Has Your Business Outgrown Your Financial Advisory Team?

If your business has grown substantially in value and complexity over the years, you have much more to steward, protect, and take care of. It would only seem logical, to ask yourself if you also need to step up the capacity and capabilities you are tapping into through your professional advisory team.

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3 Key Tips to Help Business Owners Protect Their Assets

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.

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Taking a Proactive Approach to Living a Longer Life

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.

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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.


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 /

Listed below are some of his most popular presentations that can be tailored for your organization.


New Rhode Island Office Open

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.

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Life Settlements






Wealth Impact Partners


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

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.

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.

Proud member of
C12 equips Christian CEOs and owners to build great businesses for a greater purpose.

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