We're here to help you, not sell you. We coordinate your financial needs so you can spend time doing the things you love. The conversations we have with our clients are welcoming, warm, and educational. We're always asking questions because we are always looking to add value with the right planning strategy or tax advice.
Our advisors want to help you, not sell you something. As deep generalists, their experience prepares them for whatever your needs require. We offer a full range of asset management solutions for whatever your unique financial needs require. We act as your portfolio manager using low cost ETFs so you avoid the extra layer of management fees.
Our advisors want to help you, not sell you something. As deep generalists, their experience prepares them for whatever your needs require. We offer a full range of asset management solutions for whatever your unique financial needs require. We act as your portfolio manager using low cost ETFs so you avoid the extra layer of management fees.
Services
Impact Capital is an organization that strives to connect with our clients using the best possible financial products and services by considering not only their finances, but also their dreams and goals for the future. At the heart of our organization is the philosophy that our clients' desires and goals are every bit as important as their investments.
In 2018, IMPACT CAPITAL was founded by Eric Cohen, Bill Bancroft, and Daniel Cohen. Eric and Daniel are senior accountants at E. Cohen & Company, CPAs, one of the largest CPA firms in the Washington, D.C. area. Bill is a senior financial advisor who has spent his career at top tier wealth management firms.
Our value is in the overall client experience we provide. We do more than just one thing well. We offer a unique combination of integrated financial and tax advice, customized service, and dynamic investment strategies. These are delivered by experienced advisors who take their fiduciary responsibility to you seriously.
As fiduciaries, we offer three different fee structures and recommend the one expected to be lowest for you. This includes an initial financial plan, monitoring of the plan, ongoing service, ongoing advice, and portfolio management. This is appropriate if you feel your portfolio will increase by more than inflation over time.
Impact Capital, a member of E. Cohen's Family of Companies, is seeking an exceptional Senior Operations Associate to join our growing wealth management firm. The ideal candidate will act as the intermediary between our clients and our custodian as well as provide direct support to our Chief Executive Officer.
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