Your financial plan,
built around you.
Impact Wealth Partners delivers fee-based financial planning in the Phoenix area — with a fiduciary commitment to your best interests, always.
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A relationship built on trust, not transactions.
Our dedicated team prioritizes a relationship-driven approach. We understand that you’ve worked diligently and value not just astute financial advice, but also a genuine connection and exceptional service. We establish trust with advisors who sit with you, understand your financial story, and accompany you on the path to achieving your goals.
You always know exactly what you pay and why.
From our first conversation through every stage of your financial journey, every fee is straightforward and explained in full detail. Serving clients across the Phoenix area, we clearly outline how your assets are being managed — minimizing surprises and fostering a relationship based on clarity and trust.
Holistic Financial
Planning Services
Five areas of planning working together as one coordinated strategy — all built around the life you want to live.
Retirement Planning
We help you clearly define your vision for the future — finding the right balance between living fully today and planning confidently for tomorrow.
Protection Planning
We help you identify potential risks and make informed decisions about what to protect with insurance — and where you may be able to go without coverage.
Investment Planning
We take investing seriously. Every portfolio is carefully designed around your risk personality and long-term goals using our IMPACT Framework.
Tax Planning
Nearly every financial decision has a tax component. We work alongside your accountant to help you keep more of what you earn.
Estate Planning
We help you craft your estate plan and collaborate with your legal advisors to seamlessly transfer your wealth to the people and causes you care about most.
“We believe your financial strategy should be as unique as you are — no cookie-cutter solutions, just a genuine partnership built on understanding.”
Benefits of Working
With Impact Wealth Partners
Working closely with you, we strive to marry dreams and financial stewardship to carve out the most fulfilling path forward.
Personalized Financial Advice
Our mission is to provide advice tailored specifically to your life stories and financial journeys, presenting guidance that resonates with your personal values and long-term goals — not a template applied to everyone.
TailoredProfessional Asset Management
Assessing risks and designing a portfolio that aligns with your risk appetite and long-term financial framework — with full transparency on every decision.
ExpertComprehensive Legacy Planning
From estate planning to retirement readiness, ensuring you are prepared for the future while securing prosperity for generations to come.
LegacyCustom Impact Strategies
True impact extends beyond assets. We help you integrate your values, community, and charitable goals directly into your financial strategy.
CustomPlace your legacy in hands you can trust.
Schedule a complimentary call with Michael Peterson — no obligation, no pressure. Just an honest conversation about your financial future in the Phoenix area.