Impel Wealth Management moved into our new home at the corner of Broad Blvd and 4th Street in Cuyahoga Falls in April 2017. As we come upon our two-year anniversary, we have much to celebrate.
Impel Wealth has continued to grow. When we moved in the team consisted of me, Karen Johnson, Sarah Montgomery and Marie Christman, all of who moved over from our previous firm. Leslie Campanini joined the team a year and a half ago as our Director of First Impressions, and nine months ago, we were lucky enough to be introduced to Nathan Ollish, CFP. The growth of our team was necessary to support the growth of our business, largely due to the continuing referrals we receive from our clients and friends in the community.
In February 2019, we found out that we had been named to Forbes magazine's Best-in-State Wealth Advisor list. We were honored to be included on this list. While many lists are created from quantitative, numbers-based criteria, Forbes creates their rankings on a combination of quantitative and qualitative factors. These include your company's mission, vision and service philosophy, your team structure, community involvement and philanthropic endeavors.
There is a thorough vetting process that includes completing a comprehensive survey followed up by telephone and potentially in person interviews. The fact that to be considered for the list means being evaluated not only on your technical skills and abilities and how your firm has grown, but also on who you are and how you go about servicing the clients entrusted to you, makes inclusion on this list even more special and gratifying to me.
As we continue to celebrate what has been accomplished in the first two years of Impel Wealth Management, be assured that we will not be resting or coasting here. We have a deep drive and desire to continue to grow, personally and professionally, so that we can serve you with excellence. I would like to thank our entire team, who brings their A game to work every day. I am blessed to work with such a professionally strong team in a fun and joyful environment.
There is a thorough vetting process that includes completing a comprehensive survey followed up by telephone and potentially in person interviews. The fact that to be considered for the list means being evaluated not only on your technical skills and abilities and how your firm has grown, but also on who you are and how you go about servicing the clients entrusted to you, makes inclusion on this list even more special and gratifying to me.
As we continue to celebrate what has been accomplished in the first two years of Impel Wealth Management, be assured that we will not be resting or coasting here. We have a deep drive and desire to continue to grow, personally and professionally, so that we can serve you with excellence. I would like to thank our entire team, who brings their A game to work every day. I am blessed to work with such a professionally strong team in a fun and joyful environment.
We would also like to thank you for your trust in our team. It is a responsibility that we take extremely seriously. We have included a link to a recent article in the West Side Leader publication that highlights some of what was discussed above. Please feel free to share the link with friends or family that you think could benefit from a relationship with our firm the way you have. We will strive to keep "Moving Life Forward" for us all. Thank you.
**The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative data, such as revenue trends, assets under management, compliance records and best practices, gathered by Shook Research through telephone and in-person interviews. No fee is received by Forbes or Shook in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success or portfolio performance. This recognition should not be considered as an endorsement of the advisor by any client.**