Our Values

Trust is the cornerstone of our relationships with clients.

COMMITMENT TO OUR CLIENTS

At Impact Capital Strategies, we will:

  • Act as your advisor, putting your interests first.
  • Treat you with respect and honesty.
  • Aim to perform all requested services promptly.
  • Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk, and your timeframe.
  • Explain the potential benefits and risks of the strategies we propose.
  • Meet with you to review your investment plan and provide you with consistent communications that include a complete analysis of your portfolio.
  • Draw upon our practice's myriad experts to help meet all of your wealth management needs.
  • Provide guidance that is unbiased, objective, and transparent.

 

Impact Capital Strategies Team
Lori, Jon and Steve

 

We'd love to tell you more.

LORI JOHNSTON

877-275-0705
Lori@ImpactCapitalStrategies.net

STEVE BADT

202-844-3552
Steve@ImpactCapitalStrategies.net

JON ELLENBOGEN

202-844-3552
Jon@ImpactCapitalStrategies.net