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.
Senior Registered Branch Administrator