The Vision that Drives Us
At Wealth Impact Partners, we believe that wealth is about so much more than money. It is about relationships, experiences, and the causes we feel passionate about. It’s about each individual’s “more that matters.”
We believe this is true because people almost universally want their lives to have purpose and meaning. Among those who have successfully accumulated some measure of substantial wealth (and this, admittedly, is a relative and subjective definition) many also want their money to have more purpose and meaning. Yet, from experience, we are convinced that successful people all too often hold back – living less and giving less than they would if they knew they could.
We understand that in order for people to act differently, they must first begin to think differently. Our firm’s highest goal and aspiration is to help empower individuals to fully apprehend and act upon the reality of their financial situation. By helping clients gain clarity and confidence, we hope to “activate” their excess wealth and motivate them to discover or affirm their “more that matters.”
We do this by helping people dream more, plan better, and take action. We consider our work successful when our clients feel free to live more and give more.
At the same time, on another level in our society, many excellent local, national, and international charitable and non-profit organizations are effectively and efficiently having a tremendous impact in our world. The best-led organizations offer vital human services that governments are unable or unwilling to provide. Through their efforts, countless lives and communities across the globe are re-imagined and improved.
But today, just as these organizations are being challenged to do more, their operations and endowments are at greater risk. The vision of Wealth Impact Partners – our own “more that matters” – is to connect thoughtful and motivated individuals and families with causes and organizations they care about in new and mutually beneficial ways.
Imagine the impact of redirecting family wealth – that otherwise would be lost to estate and income taxes at death – to worthwhile causes and successful organizations that are making a real difference. If this can be done without compromising a family’s current lifestyle, their future plans and dreams, or the desired family legacy, isn’t this a compelling option for planning and giving?
This is the vision that drives the mission, values, and work of Wealth Impact Partners. We are privileged to serve successful people whose care and compassion extend beyond themselves and their family – people who possess a strong sense of social responsibility and the financial means to make an impact.
The material contained herein is for informational purposes only and is not intended to provide specific advice or recommendations for any individual nor does it take into account the particular investment objectives, financial situation or needs of individual investors. Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as insurance professionals and investment advisors.
Neither Wealth Impact Partners, Valmark Securities nor its affiliates and/or its employees/agents/registered representatives offer legal or tax advice. Please seek independent advice, specific to your situation, from a qualified legal/tax professional.
Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333. (800) 765-5201. Wealth Impact Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. BSW Inner Circle and AES Nation LLC are separate entities from Valmark Securities and Valmark Advisors.