Global Impact Wealth Management

Global Impact Wealth Management is a fee-only registered investment adviser that serves a mix of individual clients (including both non‑high‑net‑worth and high‑net‑worth individuals) as well as charitable organizations, public institutions, and businesses. The firm provides discretionary portfolio management, ongoing financial planning, and institutional consulting, and it also manages certain held‑away retirement accounts through a third‑party platform.

The firm implements asset‑allocation based portfolios using a combination of passive and active strategies, and it can incorporate socially responsible investing screens and alternative investments where appropriate. It tailors recommendations to client goals and restrictions, routinely uses outside managers and model portfolios (including participation in the Altruist Model Marketplace), and relies on custodial and technology platforms to implement and monitor accounts.

Noteworthy features relative to peers include operating as a solo practitioner while offering a broader mix of fee arrangements than is typical for its category — combining percentage‑of‑AUM portfolio management with both fixed recurring planning fees and hourly consulting. The firm formally selects and monitors outside advisers to manage client assets, does not act as a private fund adviser, and employs third‑party services (e.g., held‑away access tooling and a cash aggregation service) that introduce particular operational and cybersecurity considerations for clients.