Impact Wealth is an estate and financial planning advisory practice based in Kailua-Kona, Hawaii. Its team works with people at different stages of their financial lives, from first-time investors and working professionals to retirees and small business owners. The firm’s stated approach is to coordinate the various parts of a client’s financial picture and tailor strategies to individual needs, goals, lifestyle, and risk tolerance rather than rely on a one-size-fits-all plan.

Its services and resources cover retirement planning, investment, estate strategy, insurance, tax, financial advice, cash flow, risk management, and debt management. Impact Wealth also provides educational resources, including tax information, financial tools, articles, videos, and calculators. The firm describes its planning process as getting to know each client, creating a suitable strategy, and revisiting the plan as life changes. Prospective clients can arrange a complimentary introductory call to discuss their situation and goals. Securities and advisory services are offered through LPL Financial, a registered investment adviser and FINRA and SIPC member.