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Full-service
Wealth Advisor
Digital Solutions
Relationship Choice:



IA
Platinum



IA
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IMPACT
Digital



IMPACT
SMA

IMPACT CR
Controlled Risk
Digital-only, app‑based advisors: prevailing offering Banks, discount brokers, conventional advisory firms HNW1 or 'private client group' at larger banks Boutique · ultra‑HNW‑only advisors
Financial Planning
Financial planning app: organize your finances:  free sign-up
Retirement · Tax · College · Estate Planning;
Donor-advised funds
Investment-related tax-prep
Foundation set-up & management
Investment Choice
100% digital low-fee, light-touch fund offering
Dedicated Portfolio Managers with 25+ years of investment exp.
Sustainable · social‑impact funds
Direct Indexing: ESG · Sustainable · social‑impact, 
single-stock customization, smart beta & factor-tilt
Relevant diversification: investment tailoring that incorporates RSU/stock options, real estate, etc.
IA+℠ active management: alpha-seeking options
Tax-Efficiency
ETF & mutual fund-based tax-loss harvesting ("TLH")
Individual security-level "TLH done right"
Cross-account, tax optimized portfolio management across asset classes
Alternatives1
Hedge funds & tax- sheltered options
1031 exchange alternatives for real estate investors
IRA · Solo 401(k) investing in real estate & private equity
Crypto asset expertise
Corporations · Business Owners
Custom 401(k) plans, SEP IRA, etc.
401(k) borrowing & lending options
Shareholder Voting
Vote on the issues that matter to you
Proxy voting & custom shareholder resolutions coming soon!
Want to learn more?
Want to learn more?
Are you a values-driven investor?
Are you a values-driven investor?

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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