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You get a personalized financial plan where your goals and priorities are integrated with your tax profile and estate needs.

Your investments get managed in alignment with your long-term financial needs.

We handle rebalancing and short-term financial needs with tax-efficiency toward your long-term goals.


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IMPACT ADVISOR LLC ("ImpactAdvisor") is an investment advisor registered in California. This website should not be construed as a solicitation or offer to sell investment advisory services or as an offer or recommendation to trade in any security. Financial services are only provided to investors who become ImpactAdvisor clients after entering into a written agreement.

Past performance does not guarantee future results. Investment products are not FDIC insured, are not bank guaranteed and may lose value.

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