Our Values


Trust is the cornerstone of our relationships with clients.

At Impact Capital Strategies, we will:

  • Act as your advisor, putting your interests first.
  • Treat you with respect and honesty.
  • Perform all requested services promptly.
  • Acquire a complete and accurate understanding of your goals and your tolerance for investment risk.
  • Explain the potential benefits and risks of the strategies we propose.
  • Meet with you to review your investment plan and provide you with consistent communications that include a complete analysis of your portfolio.
  • Draw upon our practice's specialists to meet all of your wealth management needs.
  • Provide guidance that is unbiased, objective, and transparent.

Let us tell you more.

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Impact Capital Strategies

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, HI, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, UT, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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