For tax-aware risk reduction, diversification and/or liquidity in 2025,
working with a Registered Investment Advisor maximizes your option set:
Calculate your marginal tax on capital gains and other scenarios:
tax.impactadvisor.com
Concentrated Stock Solutions
Tax Optimization
Delay and mitigate tax impacts
Risk Reduction and Diversification
Variable risk exposure, diversification and managed exit options
Liquidity
Multiple cashless hedging and low cost borrowing options available
Integrated portfolio and risk management tailored to your complete financial landscape, tax considerations, and investment objectives
Access to a broad spectrum of investment selection:
Aligned with you and your long-term financial goals.
Get organized with access to sophisticated, interactive financial planning software for a complete financial picture.
Relationship choice:
A full-service advisor ,
our 100% digital offering
or both
IMPACTADVISOR LLC
MODERN INVESTING:
Ultra-tailored, Tax-aware, Sustainable
Private wealth management for families, business owners and retirees.
2030 Union St, Ste 205
San Francisco, CA 94123
655 Montgomery St, SF, CA 94111 (by appointment)
(415) 860·5300 info@IMPACTADVISOR.com
Our Mission
is to be the most valuable resource in helping our clients manage their financial objectives. As for impact, we seek to drive the adoption of sustainable investing into the mainstream while aiming for superior after-tax returns.
IMPACTADVISOR ("ImpactAdvisor LLC") is an investment advisor registered in California.
FINRA CRD#
175155 (Financial Industry Regulatory Authority / Central Registration Depository).
Our Tax Philosophy: Any tax-related advice provided to clients appropriately reflects the actual amount of income generated by the client over time; and the tax advice provided to a client for a jurisdiction appropriately reflects the actual operations of the client in that jurisdiction.
Our specialty is in helping clients shape and preplan events to reduce or eliminate tax liability within the parameters of the law.
This website should not be construed as a solicitation or offer to sell investment advisory services or as an offer or recommendation to trade in any security. Financial services are only provided to investors who become ImpactAdvisor clients after entering into a written agreement.
Past performance does not guarantee future results. Investment products are not FDIC insured, are not bank guaranteed and may lose value.
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