Impact Wealth Strategies

CONNECT

Address:

555 Taxter Road Ste 320
Elmsford, NY 10523

Phone:

(914) 407-4973

Fax/Other:

(914) 297-6527

Scott Coopersmith, CLU®

Scott Coopersmith, CLU®

Managing Partner
Investment Adviser
Insurance Specialist

Scott has been working in the financial industry for 20 years and holds the Chartered Life Underwriter, CLU® credential, a premier designation in the insurance profession and will soon hold his Charted Financial Consultant, ChFC® designation. He founded Impact Wealth Strategies in 2012 with three objectives: 

  • He wanted the ability to bring clients resources in an independent and objective manner
  • He wanted to help clients focus on the things that they were paying less attention to, but was still core to their success by providing a one stop service. 
  • Finally, and most importantly, he wanted clients to have an unparalleled professional experience. 

The core founding principal of IWS, is to help clients manage their risks. IWS is divided into two divisions: Personal Wealth Management and IWS Business Solutions.  Scott's investment philosophy is to diversify across asset classes, minimize costs and downside risk through a blend of active and passive investments.  He constantly strives to help his clients be proactive and avoid the unintended consequences of being reactive.

 

Scott began his career in the Entertainment and Media division Marsh & McLennan, where he was a highly valued team player of the rapidly growing NYC tech startup sector.  He subsequently diversified his experience by honing his business strategy skills at CAMBA, a NYC non-profit.  In this role,  he was instrumental in rebranding the organization.  He eventually returned to the financial sector working at Smith Barney and then MetLife while obtaining his Series 7, 66 and Life and Health Insurance Licenses.  While working at MetLife Scott became convinced that he could better serve his clients as an independent advisor.  Upon forming IWS, Scott formed alliances with various other professionals including Michael Settler, CPA.  IWS is housed within Mr. Settler’s CPA offices.  

 

Scott has his Masters of Arts in Media Studies from The New School and his Bachelor of Science in Finance from Ithaca College.  He had the privilege of interning at Salomon Smith Barney in New York City during summers and winter breaks from Ithaca College.  Scott has always been focused on his own self-improvement for the benefit of his clients.  He took a course in Entertainment Law while at Marsh & McLennan.  During his tenure at CAMBA he was awarded a certificate in not-for-profit middle management from the highly regarded Institute in Non Profit Management from The Columbia Business School.  

 

Born and raised in Sullivan County, N.Y., Scott now resides in Rockland County with his two children.  A long time advocate for the Alzheimer's Association, he is also serving his first term as a Board Member with the Jewish Federation & Foundation of Rockland County.  

Phone 914-407-4973 ext. 1
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck