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Forbes Honors and Make-A-Wish

Forbes Honors and Make-A-Wish

| May 13, 2020
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On the afternoon of Thursday, February 16th, I was sitting in my office, finishing notes and emails after my last client meeting had finished when I got the following message:

It is both a gratifying and humbling feeling to receive this honor. As a matter of fact, it is a great affirmation of the work that the TEAM at Impel Wealth Management continues to do that we have been recognized on this list all three years of our existence.
What makes this more meaningful, is that this ranking is based on quantitative, as well as qualitative measures such as mission, values, team and community engagement. These are all things that are extraordinarily important to us.
 
During the conference, which took place in Las Vegas during the last week of February, meaning, values and giving back to community were all on full display. We had a presentation from the Make-A-Wish foundation, and there were approximately 800 people in the room. After the presentation they gave us an opportunity to financially support the organization's mission to help the children and their families. 
 
I am happy to report that they got the largest one-day donation from any organization ever that day, by more than double their previous high. Over $1.4 million was pledged in that room to support Make-A-Wish's mission of granting life-changing wishes for children with critical illnesses. In a world and profession that is often times caught up in money and the markets, it was AWESOME to see the hearts of people show up in a big way to support these families.
 
I would like to thank you for your support of the team at Impel Wealth Management. We will do our best to continue to serve you, our friends and family, with excellence and dignity. Please feel free to pass this message on to others that may be looking for someone who can help them in a similar way. It is another way that we can all help others as we continue" Moving Life Forward" together.
 
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of January 2020 nominations received, based on thresholds - 7,556 invited to complete online survey - 11,864 telephone interviews - 2,336 in-person interviews at Advisor's location. 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.
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