Help make a lasting impact on your family and community. Most affluent families don’t need more financial products — they need better coordination, smarter capital allocation, and a strategy designed to survive beyond a lifetime. At Impact Wealth, we work with entrepreneurs and successful families who want more than traditional financial planning. We combine institutional-level investment management with advanced tax and estate strategies to help clients manage significant wealth with clarity, discipline, and long-term purpose. Because true wealth isn’t just built — it’s structured intentionally. Learn more at www.ImpactWealth.com Securities offered through Madison Avenue Securities, LLC. (MAS), member FINRA & SIPC. Investment Advisory Services offered through Csenge Advisory Group, Inc, a Registered Investment Advisor. Csenge Advisory Group, Inc. and Impact Wealth are not affiliated with MAS. An endowment is a donation of money or property managed by a non-profit organization. It is not intended for individual investors. Any reference to an endowment strategy or model is an endowment.
| Website | http://impactwealth.com |
| Revenue | $1 million |
| Employees | 13 (10 on RocketReach) |
| Founded | 2012 |
| Address | 4770 Baseline Rd, Boulder, Colorado 80303, US |
| Phone | +1 303-645-4800 |
| Industry | Financial Services, Finance General, Finance |
| Keywords | Wealth Management, Investment Strategies, Portfolio Management, Financial Planning, Wealth Preservation, Investment Growth, Wealth Building, Tax Reduction Strategies, Retirement Planning, Financial Security, Long Term Financial Planning, Financial Consulting, Retirement Solutions, Estate Planning, Income Growth, Tax Optimization, Asset Protection, Risk Management, Legacy Planning, Family Wealth |
| Competitors | Covenant Wealth Advisors, Yeomans Consulting Group, Inc., Pillar Wealth Management, Poulos Advisors, Inc., Selkirk Wealth Advisors, LLC, Premier Financial Advisors Inc (view competitors) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Impact Wealth employee's phone or email?
The Impact Wealth annual revenue was $1 million in 2026.
Jim Teegarden is the Founder and CEO of Impact Wealth.
10 people are employed at Impact Wealth.
Impact Wealth is based in Boulder, Colorado.
The NAICS codes for Impact Wealth are [52, 5239, 523, 52393].
The SIC codes for Impact Wealth are [628, 62].