Wealth Impact Partners is a financial advisory firm based in Wellesley, MA, that specializes in helping successful individuals and families define and achieve their personal goals beyond just financial wealth. Through their unique LifePrint Planning process, they develop comprehensive wealth plans that allow clients to grow and protect their assets while also making a meaningful impact in areas they care about. With a focus on clarity, confidence, and social responsibility, Wealth Impact Partners empowers their clients to live more freely and give more freely, wherever their aspirations may lead them.
With a strong belief that wealth encompasses more than just money, Wealth Impact Partners serves a diverse range of clients, including families, business owners, professional partnerships, and charities. Their team of experts provides guidance and support at every stage of their clients' financial journeys, whether it's optimizing taxes, minimizing risk, planning for retirement, creating a legacy, or maximizing the impact of charitable giving. Through their thought-letter, More That Matters, Wealth Impact Partners keeps clients informed about the latest trends and developments in wealth management, helping them stay on top of their financial goals and aspirations.
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