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
There’s no getting around it: the coronavirus has disrupted the financial world as we previously knew it. With many businesses experiencing shutdowns or slowdowns and a record number of Americans filing for unemployment, the economy has come grinding to a halt.
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.
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.
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?
Whether we want to or not, we all end up giving money in the name of philanthropy each year. Some of us do this intentionally by contributing to a favorite charity. Others have our hands forced into helping others without even completely realizing it. In the financial world, we call this voluntary versus involuntary philanthropy.
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.
You’ve probably thought about, or even sat down with a financial advisor to plan for, what would happen in the event your life ends sooner than expected. But have you ever thought about what would happen to you and your family if you live much longer than anticipated?
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.
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.
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.
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.
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.
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.
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.
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.
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?
Discovering a More Proactive Approach to Helping Families Do More That Matters Do More That Matters.
This presentation to business owners introduces new possibilities and perspectives.
What do you consider the “wealth of your life?” Most people readily agree it’s about more than money.
This faith-based presentation describes God’s call for us to live lives of impact that leave a lasting legacy.
The work accomplished by local, national, and international charitable and non-profit organizations has a tremendous impact in our world.
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?
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…
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.
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.
Wellesley Hills, MA – Wealth Impact Partners is pleased to announce its participation in Cristo Rey Boston High School’s Corporate Work Study Program.
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
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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.