Disciplined, Fiduciary
Private wealth management for families, business owners, and retirees.
Why clients trust us: we help you make better decisions, for the long term.
ImpactAdvisor LLC is an independent, fee-only fiduciary RIA in San Francisco, serving high-tax-bracket investors and entrepreneurs with ultra-tailored, tax-aware portfolio management.
Your goals, our expertise
STOCK SOLUTIONS
- Tax optimization: Delay and mitigate tax impacts through disciplined gain/loss realization tailored to your bracket.
- Risk & diversification: Adjust your exposure to a single position, diversify around it, and keep an orderly exit available.
- Liquidity: Multiple cashless hedging strategies and low-cost, tax-deductible borrowing options available to qualified clients.
- Income: Diversify into tax-efficient income and cash-flow investments.
Our mission — comprehensive wealth management
Why clients trust us: we help you make better decisions, for the long term. Personalized, fiduciary advice. No proprietary products, no lock-in.
- Returns: maximized. Our number-one metric: what you keep, after fees & taxes.
- Risk: optimized. A dual margin of safety: protect your wealth and achieve your goals.
- Relevant diversification. Ultra-tailored: tax-aware across accounts, impact-aware, and fully integrated — real estate · alternatives · concentrated stock.
- Relationship choice. Two ways to work together: Direct Access (Core) for best-of-breed investments with fiduciary oversight, or Full-Service (Comprehensive) for the fully-integrated relationship.
You choose the relationship — Core vs. Full-Service
Direct Access (Core) — "Access + fiduciary oversight"
Full-Service (Comprehensive) — "Integrated financial advice"
What each includes, plus pricing and minimums, on our offering page.
Access best-of-breed strategies — selected for client fit
WHAT'S DIFFERENT ABOUT US · FOR HIGH-TAX-BRACKET INVESTORS
The same strategies and investments, whichever way you work with us. As an independent RIA, we select every one as a fiduciary — nothing else. Start where your situation calls for it:
Full descriptions and pricing: our offering page.
Quoted on tax-aware wealth management
Financial Planning, July 2026: "For clients in the right circumstances, tax-aware strategies can help diversify an appreciated portfolio, compound more after-tax wealth, create a greater margin of safety in retirement, provide greater support for a surviving spouse, and preserve more wealth for future generations." — Jason Escamilla, ImpactAdvisor
Barron's, Dec. 2022: "Direct indexing is taking off — a long-term commitment to reap the compounding benefit of tax-loss harvesting." — Jason Escamilla, ImpactAdvisor
About ImpactAdvisor
Independent and fee-only — our clients pay us. No one else does.
Best-of-breed strategies for high-tax-bracket investors and entrepreneurs. Private wealth management · alternatives · tax strategy.
Client mix by client-asset profile: 40% $10M+ in assets, 40% $2.5M–$10M, 20% up to $2.5M (Q1 2026 client-revenue mix, segmented by client-asset profile).
Our client-facing advisors, Jason and Michele, each bring 25+ years of experience.