Impact Wealth

Financial ServicesColorado, United States11-50 Employees

Strategies to Grow Wealth & Income, Lower Taxes and Reduce Risk.
Make a lasting impact on your family and community.

Wealth goes far beyond net worth. True wealth is rooted in the abundance of family and friends, the realization of dreams and aspirations, and the creation of a life and legacy that is personally meaningful and significant. Learn more at www.ImpactWealth.com

Impact Wealth provides comprehensive wealth management services that simplify your life so that you can focus on the things that matter most. Acting as partners and trusted advisors, we build relationships with our clients and get to know you on a personal level. We offer thoughtful, intelligent counsel and work to develop wealth management solutions tailored to your specific needs and goals.

Our Family Endowment Model takes a look at what the most successful endowments have been doing for decades and brings once exclusively institutional asset classes to our clients. This solution seeks to grow investments in bull markets, protect in down markets and generate income in all markets. The goal is to produce a less volatile and more balanced experience for you.

We are rethinking wealth management. The industry of today is marked by a complex array of investment choices, an opaque and often inefficient approach to fees, a lack of options for accessing the opportunities available in private markets, and a preference for scale in delivering advice. Impact Wealth grew out of our Co-Founders’ belief that individuals and families deserve better.

Securities offered through Madison Avenue Securities, LLC. (MAS), member FINRA & SIPC. Investment Advisory Services offered through Csenge Advisory Group, Inc, a Registered Investment Advisor. Csenge Advisory Group, Inc. and Impact Wealth are not affiliated with MAS.

An endowment is a donation of money or property managed by a non-profit organization. It is not intended for individual investors. Any reference to an endowment strategy or model is an endowment.

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