Join the Team
Move Your Practice Forward
Partner with the experienced team at Impel Wealth Management.
Whether you’re looking to grow, protect, or transition your advisory practice, choosing the right partner is one of the most important decisions you can make.
At Impel Wealth Management, our experienced team has built a successful advisory firm by combining an exceptional client experience with our unique insight and industry knowledge. Let us help you achieve your goals — while protecting the clients you’ve worked so hard to earn.
What is Your Goal?
We will help you protect the relationships you’ve worked so hard to earn while giving you options and opportunities for your professional future.
Grow
Looking to expand your practice? We understand that providing a structure
and support system for advisors to serve their clients is a foundation for
success. That’s why we’ve aligned with strategic partners that take care
of the “necessary stuff” — allowing you to focus your attention on what
matters most: your clients
Transition
Whether you’re thinking about passing on your practice to the next generation, or selling your business to another advisor, the team at Impel Wealth can help. When you partner with us, you can rest assured knowing your legacy will be protected — and your clients will be well cared for. Then, you can confidently plan for the next stage of your life.
Why Choose Impel Wealth?
Culture and Relationships
- Our team has more than 100 years of collective industry experience.
- Our highly responsive staff holds itself accountable for finding solutions for clients.
- We are committed to serving our clients like family.
- Our thorough discovery process helps us understand client goals and values.
Capabilities
- We are committed to business development, operations and client satisfaction.
- We offer a forward-thinking approach to business continuity planning.
- Our proven systems and process-driven approach provide a pathway for sustainable growth.
Local Partnership. National Network.
With Impel Wealth, you gain access to unparalleled service and support at every level of your business. Our strategic partnership with the Horizon Advisor Network and Cetera Advisors offers:
Partnerships That Work for You
Ready to take your next step? Let’s talk.
Schedule some time with our team to discuss how you can move your practice forward.
Complete List of Impel Wealth Branch Members Services
- Services and operations support
- Transition support and guidance including transfer form assistance and processing
- Practice management
- Training on Cetera Advisors platforms and product training
- Financial group branding (name, logo, stationary, business cards, etc.)
- Marketing and client appreciation support
- Built-in succession planning
- Benefits of scale (systems, support, admin, etc.)
- Compliance supervision
- Office/Workstation for advisor
- Use of professional conference room
- Full time professional receptionist/support team
- Phone and internet access
- Printer, copier, scanner, shredder, and fax
- Mail and overnight service
- Collaborative work environment