Impact Wealth Management

Impact Wealth Management Work with us to define and pursue what matters most. Explore your wealth impact today! Our commitment to this mission is defined by three core principles.

We are a full-service wealth advisory practice comprised of a group of deeply committed professionals who deliver exceptional guidance and a personalized client experience to a select group of individuals, families, and owners of closely held businesses both locally and around the country. Our mission is to become an essential resource to our clients by helping provide them with the comprehensive

knowledge, experience, and services to define and pursue what matters most. Impact Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

🌺Today's the day! πŸ“ŠJoin us for a Mid-Year Market Update via Zoom.πŸ•›Time - 12:00 PM PST   ||  πŸ“†Date - Thursday, July 30thπŸ”—...
07/30/2026

🌺Today's the day! πŸ“ŠJoin us for a Mid-Year Market Update via Zoom.

πŸ•›Time - 12:00 PM PST || πŸ“†Date - Thursday, July 30th

πŸ”— RSVP HERE: https://lnkd.in/eMC-wX-H

We'll break down what we're seeing in the markets, key economic trends, and opportunities investors should be watching as we head into the second half of 2026.

🌷We'd love to have you join us!

Join us this week, for a Mid-Year Market Update! Market trends, investment outlooks, and strategies for navigating the s...
07/29/2026

Join us this week, for a Mid-Year Market Update! Market trends, investment outlooks, and strategies for navigating the second half of 2026.

πŸ“…Date: Thursday, July 30
⏰ Time: 12:00 PM PST
πŸ’» Location: Zoom

RSVP: https://lnkd.in/eMC-wX-H

07/20/2026

πŸ“ˆ Mid-Year Market Update Webinar
Join us on Thursday, July 30 at Noon PST for a timely discussion on the market and economic trends shaping the second half of 2026.

We'll cover:
βœ… Key market and investment outlooks
βœ… Strategies for navigating uncertainty
βœ… Building resilient, diversified portfolios
βœ… Long-term themes and opportunities to help keep you on track toward your financial goals

πŸ“… Thursday, July 30
⏰ 12:00 PM PST
πŸ’» Via Zoom

Click here to RSVP:

We look forward to sharing insights and answering your questions.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

πŸŽ„ Holiday Wreath-Making Fun! πŸŽ„We had an incredible time crafting beautiful wreaths together for the holidays! Thank you ...
12/09/2025

πŸŽ„ Holiday Wreath-Making Fun! πŸŽ„

We had an incredible time crafting beautiful wreaths together for the holidays! Thank you to all the wonderful clients who joined us for this festive event. Your creativity truly shone, and it was a joy to see everyone's unique creations come to life.

We are grateful for the opportunity to celebrate the season with such amazing company.

Here's to more joyful moments and holiday cheer! 🌟

πŸŽƒ Happy Halloween! πŸŽƒWe are embracing the spirit of creativity and teamwork that makes our team so impactful. This Hallow...
10/31/2025

πŸŽƒ Happy Halloween! πŸŽƒ

We are embracing the spirit of creativity and teamwork that makes our team so impactful. This Halloween, we celebrate making a SUPER IMPACT!

May your Halloween be filled with laughter, camaraderie, and a few delightful scares. Have a fang-tastic Halloween!

Stay safe and enjoy the festivities!

πŸ‘» Best Wishes, The IMPACT Team

I'm thrilled to share my recent conversation with Jim Mellin, President of Wealth Management and Advice, featured in an ...
10/30/2025

I'm thrilled to share my recent conversation with Jim Mellin, President of Wealth Management and Advice, featured in an article with Barron's. We explored critical topics such as building teams, mentorship and providing a differentiated client experience. All areas where Equitable Advisors play a significant role. Read the full article to hear more.

2 industry leaders discuss how a growth mindset and a supportive network can elevate an advisory practice. Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-8446296.1

I'm thrilled to share my recent conversation with Jim Mellin, President of Wealth Management and Advice, featured in an ...
10/30/2025

I'm thrilled to share my recent conversation with Jim Mellin, President of Wealth Management and Advice, featured in an article with Barron's. We explored critical topics such as building teams, mentorship and providing a differentiated client experience. All areas where Equitable Advisors play a significant role. Read the full article to hear more.

https://partners.barrons.com/equitable-advisors/supported-independence/steps-to-success-strategically-expanding-and-elevating-an-advisory-practice/

πŸŽ‰ Happening TOMORROW! ✨ Longevity Tips for a More Durable You βœ¨πŸ“… Tomorrow, Thursday β€” September 25, 2025πŸ•› 12:00 PM PTπŸ”— R...
09/24/2025

πŸŽ‰ Happening TOMORROW! ✨ Longevity Tips for a More Durable You ✨

πŸ“… Tomorrow, Thursday β€” September 25, 2025
πŸ•› 12:00 PM PT

πŸ”— Register Here - https://www.mywealthimpact.com/events/longevity-tips-for-a-more-durable-you

Join us as we explore Five Key Factors That Influence Your Health and Longevity to help you thrive and feel your best!

πŸ₯— Nutritional Choices: See how a balanced diet can change your life.
βš–οΈ Hormonal Harmony: Uncover tips to keep your hormones in check.
🌱 Digestive Wellness: Learn why gut health is crucial for vitality.
πŸ’Š Essential Nutrients: Discover the vitamins and minerals you need.
🚿 Detoxification: Find effective ways to cleanse your body of toxins.

✨ Embrace a healthier, more durable you! Don't miss this opportunity to gain actionable insights and practical tips for a healthier, more resilient you.

πŸ“£ It’s Webinar Week! ✨ Longevity Tips for a More Durable You βœ¨πŸŽ‰ We’re just days away from unlocking the secrets to a lon...
09/22/2025

πŸ“£ It’s Webinar Week! ✨ Longevity Tips for a More Durable You ✨

πŸŽ‰ We’re just days away from unlocking the secrets to a longer, healthier life. Join us to explore 5 powerful factors that influence your longevity β€” and how small, doable changes can lead to big results.

πŸ“ŒThis Thursday β€” September 25, 2025
⏰ 12:00 PM PT

πŸ”— Save your spot now: https://www.mywealthimpact.com/events/longevity-tips-for-a-more-durable-you

πŸ’­ Did you know? A diet rich in whole foods β€” like leafy greens, berries, nuts, and legumes β€” has been linked to a lower risk of chronic disease and longer lifespan. What you eat truly shapes your future! πŸ₯¬πŸ“πŸ₯œ

✨ Don’t miss this chance to gain practical, science-backed tips for building a more resilient you.

πŸ₯‘ Your future self will thank you β€” see you Thursday!

09/19/2025

I am incredibly proud of Jennifer Littlefield and the team at Impact Wealth Management for being recognized by AdvisorHub Advisors to Watch Top 250 Under $1 Billion! This achievement is a direct testament to the dedication, expertise, and hard work of this outstanding group. Well done! The 2025 β€œT...

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2200 Douglas Boulevard Suite 100-B
Roseville, CA
95661

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