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.

Steve, Lori, Jon and Mary
We'd love to tell you more.
LORI JOHNSTON
877-275-0705
Lori@ImpactCapitalStrategies.net
JON ELLENBOGEN
202-844-3552
Jon@ImpactCapitalStrategies.net
Mary Cummings
202-844-3552
Mary@ImpactCapitalStrategies.net
Ashley Lazarewicz
202-844-3552
Ashley@ImpactCapitalStrategies.net
STEVE BADT
202-844-3552
Steve@ImpactCapitalStrategies.net