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…

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…

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?

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.

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.

We’d like to share two strategies that we believe are both compelling and relevant for a great many average affluent families.

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…

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.

In today’s Activator, we would like to share two Boston-based organizations that are doing inspiring and impactful work in our community.

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.

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.

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…

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…

On December 1, Mark Zuckerberg and his wife, Priscilla, posted a letter to their new daughter, Max, that described their hopes for her future.

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.