Our Services

Personalized support to organize, secure, and give with confidence.

Organize Finances

A warm, inviting workspace with a person calmly reviewing financial documents and notes.

A warm, inviting workspace with a person calmly reviewing financial documents and notes.

Get clear on your income, expenses, and debts to build a solid foundation.

A friendly advisor discussing a financial plan with a client in a cozy office setting.

A friendly advisor discussing a financial plan with a client in a cozy office setting.

Hands joining together over a table with papers and a laptop, symbolizing collaboration.

Hands joining together over a table with papers and a laptop, symbolizing collaboration.

Secure Future

Smart planning to protect your assets and prepare for what’s ahead.

Strategic giving advice to amplify your impact on causes you care about.

Give Strategically

Who We Are

A nonprofit dedicated to helping you build financial confidence to support causes that protect democracy.

A diverse group of people collaborating over financial documents in a bright, welcoming community space.

A diverse group of people collaborating over financial documents in a bright, welcoming community space.

150+

15

Trusted Advisors

Verified

Our Projects

Work that strengthens democracy and promotes giving.

A diverse group of community members collaborating on a local civic project outdoors.

A diverse group of community members collaborating on a local civic project outdoors.

Voter Access

Supporting initiatives to ensure fair voting rights.

Volunteers organizing informational materials at a community event.

Volunteers organizing informational materials at a community event.

Education

Creating resources for financial and civic literacy.

A peaceful protest scene with signs advocating for justice and democracy.

A peaceful protest scene with signs advocating for justice and democracy.

A small group meeting in a cozy room discussing charitable strategies.

A small group meeting in a cozy room discussing charitable strategies.

Advocacy

Backing efforts that protect democratic values.

Giving

Helping donors maximize their impact ethically.

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Voices Heard

Real stories from people we've helped.

Impactful Wealth helped me organize my finances so I could confidently support causes I care about without stress.

Maya L.

Portland OR

Thanks to Impactful Wealth, I finally feel in control of my money and proud to give strategically to progressive causes.

Eli T.

Austin TX

★★★★★

★★★★★

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