Impact Partnership Wealth, LLC

Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high‑net‑worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, while financial planning and consulting are available outside the wrap program.

IPW’s investment process combines third‑party strategists, adviser‑managed models, and direct indexing with tactical asset‑allocation, fixed‑income, growth, and options overlays; IARs collect client profile information and the firm generally exercises discretionary trading authority subject to client‑imposed restrictions. The firm relies on a third‑party services platform (AE Wealth Management) for trading, compliance, and administrative functions, and limits AI use for investment purposes to approved vendors with required human verification.

What distinguishes IPW relative to many peers is the breadth of affiliated entities and platform relationships disclosed in the brochure — including affiliated broker‑dealers (AE Financial Services and Madison Avenue Securities), related investment advisers (AEWM and Veta), and multiple insurance marketing organizations (Impact, Advisors Excel, and IDG) — and the firm’s role as a TPRIA sub‑adviser and model administrator. The brochure also discloses governance and conflict‑management features (fee negotiation by IARs, disclosed rollover incentives, and due diligence on strategists) and a recent FINRA acceptance, waiver, and consent involving an affiliate, which are notable operational details for prospective clients to consider.