Our philosophy begins with the belief that one's 'personal wealth' is not a number.  Rather, it is the sum total of the people, possessions and causes in your life that you care deeply about and want to protect and maintain.  Equally important, we believe that change is frequent and unpredictable.  Our investment philosophy and management approach take both of these into account.

At the core, we seek to provide efficient market returns through passive portfolios.  This approach dramatically reduces expenses and increases tax efficiency for our clients.  Passive investment management, which could include ETFs and no-load mutual funds, reduces exposure to the day-to-day volatility of the markets by investing in a broad range of asset classes for the long-term.

The core portfolio is then complemented with client specific solutions intended to provide smoother returns.

Impact Wealth Advisors is one of a select group of advisors nationally qualified to provide access to Dimensional Fund Advisors (DFA), a leader in passive portfolio management.