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Tap into Experience

Tap into Experience

Each person and family has different objectives for their financial futures. We get to know you, your dreams, and your resources. Then, we chart a course to connect them. With more than 100 years of combined experience, our team delivers knowledge and responsiveness.

Meet Our Team
Watch and Learn

Watch and Learn

In our video library, you’ll find our team’s perspectives on a variety of financial and quality-of-life topics our clients face. Check back often as new content is added regularly.

Our Video Library
Stay Informed

Stay Informed

Local, regional, and national media outlets regularly feature Impel Wealth Management and its advisors. Here, you'll find the latest financial insights and thought leadership from the advisors at our firm.

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Share Your Hopes For The Future
Gain An Advisor Who Can Help You Get There

The team at Impel Wealth Management brings a comprehensive approach of investment consulting + advanced planning + relationship management to help you make informed decisions about your future.

In addition to sharing technical experience, we help clients see the full picture of their financial health, managing topics such as: 

  • Risk management.
  • Tax planning. 
  • The emotional stresses faced throughout life’s transitions.

We address how to: 

  • Earn and preserve assets. 
  • Manage tax concerns. 
  • Transfer wealth. 
  • Bless others through charitable giving ... now and into the future.

Our goal is to help you avoid missteps and walk confidently toward your vision.

Who We Are and What We Do

Watch the short segments below to gain a better understanding of who we are and how we work with our clients.

What You Can Expect

Placing the Client First

Jesse Hurst Among Cited as Best-In-State Wealth Advisor

Jesse Hurst Among Cited as Best-In-State Wealth Advisor

Jesse Hurst has been recognized by Forbes and SHOOK Research as a Best-In-State Wealth Advisor. This is Jesse’s sixth time on this prestigious list, which ranks financial planners in quantitative and qualitative characteristics. This listing places Jesse Hurst in the top 1 percent of Certified Financial Planners in the State of Ohio.

Jesse Hurst named ‘All-Star Wealth Advisor’ on InvestmentNews Hot List 2023 

Jesse Hurst named ‘All-Star Wealth Advisor’ on InvestmentNews Hot List 2023 

The Hot List 2023 celebrates 100 individuals redefining success in the financial planning industry.

Notable Wealth Managers

Notable Wealth Managers

Jesse Hurst has been named a 2021 Notable Wealth Manager by Crain's Cleveland Business for providing ethical, honest, and productive financial management and financial planning.

Learn More About Our Approach

Learn More About Our Approach

Discover our proprietary approach to wealth management, which is fueled by our mission and values.

Choose the Right Advisor

Choose the Right Advisor

Our experienced team of advisors serve individuals around the country by providing customized financial guidance with clarity and insight. By investing in authentic relationships, we work to understand your life goals and aspirations – and help put you on a path toward the future you envision. Contact us today to see if we are the right advisor team for you and your family.

Our Services

Get a Second Opinion

Get a Second Opinion

Find out if your financial plan is running at its best. We are here to help – with a complimentary, no-obligation second opinion.

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SAIL Process

SAIL Process

Our custom four-phase approach charts a course for the future you deserve.

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Simplifynance

Simplifynance

Designed to help our next generation of clients manage their finances, using a combination of high-tech tools and in-person advising.

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401(k) & Retirement Plans

401(k) & Retirement Plans

We can help optimize your employer-sponsored retirement plan, covering design, investments, fiduciary support, and participant education.

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Investment News invited wealth professionals from across the country to nominate their most exceptional leaders for the Hot List. Investment News narrowed the list down to 100 whose contributions have helped shape the wealth industry and who support underserved groups and the next generation of wealth professionals over the past 12 months. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Crain’s 2021 Notable Wealth Managers issued by Crain’s Cleveland Business. Their profiles were drawn from the nomination materials submitted. This list is not comprehensive. It includes only individuals for whom nominations were submitted and accepted after a review by editors. To qualify for the list, nominees must be based in Northeast Ohio. They must be currently employed full time at a financial institution or company offering wealth management services and showcase professional achievements. They must have a minimum of three years’ experience and oversee at least $10 million in assets under advisement. They must be active in the community and/or philanthropic activities, mentoring programs and/or diversity and inclusion initiatives. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

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