Impact Wealth Strategies

CONNECT

Address:

555 Taxter Road Ste 320
Elmsford, NY 10523

Phone:

(914) 407-4973

Fax/Other:

(914) 297-6527

Investment Management

Investment Philosophy & Process
We diversify across traditional and non-traditional asset classes, rebalance as needed, while minimizing costs and downsizing risk. The investment program is overseen by multiple levels of professionals, including your advisor and the independent money managers who manage strategies.

STEP 1
Determine risk tolerance, goals and objective

 

STEP 2
Determine appropriate asset allocation

 

STEP 3
Manager Selection

 

STEP 4
Monitor and Review

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck