Impact Wealth Management Llc
At Impact Wealth Management we believe in providing high quality personalized service to those approaching or in retirement. We DON'T believe in over charging. We provide comprehensive planning that includes tax planning, investment planning, retirement planning, protection planning, and estate planning for a FLAT fee. Learn more about how advisors are paid and why we believe in a flat fee here: https://letsimpactwealth.com/how-much-are-you-paying-your-advisor/
7-day free trial · no credit card
Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
21
organic / mo
Sign up free to see all 4 verified contacts at Impact Wealth Management Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- RH
Richelle Hofer
Founder, Wealth Advisor · Other
EmailPhone - HM
Heather Moore
Director of Client Experience · Customer/Client Service
EmailPhone - BA
Bryce Andersen
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Impact Wealth Management Llc
3 distinct titles indexed · top 3 shown.
- 1director of client experience
- 1founder, wealth advisor
- 1wealth advisor
Sign up to unlock all 4 contacts at Impact Wealth Management Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 4 verified contacts at Impact Wealth Management Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.