ABOUT US / HOW WE CAN BENEFIT YOU
Improve Your Lifestyle
We explore income enhancement and expense reduction strategies which may improve your lifestyle and create discretionary income.
Minimize Taxes
We help identify ways to minimize taxes which may free up cash for spending and investments
Reduce Stress
We help organize your financial information which may help reduce uncertainty and stress.
Protect What Matters
We design risk management strategies to help you protect the people and things that matter to you.
Wealth Transfer
We work with you and your advisory team to review your estate plan and recommend how you may want to direct the transfer of wealth on your terms.
Stay Focused
We develop, plan, implement and review recommendations to help you stay focused on reaching your goals.
Optimize Your Wealth
We professionally manage customized investment programs to help you optimize your wealth based on your risk tolerance.
Prioritize Your Goals
We help to define and prioritize your financial goals to articulate your expectations.
Strategy
We help you manage the value of your business interests as well as recommend strategies to help recruit, retain and reward your employees and key executives.
ARE YOU READY TO GET STARTED?
Wealth Impact Advisors, LLC
E: info@teamwia.com
33 Merz Blvd Suite 100
Fairlawn, OH 44333
P: 330.865.3545
F: 330.319.8959
Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Wealth Impact Advisors, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
