Our Strategic Partnerships
Harnessing Local Expertise and National Resources
As a client of Impel Wealth Management, you get the best of both worlds: knowledgeable local advisors with the resources of a large financial planning firm. Through our alliance with the Horizon Advisor Network and Cetera Advisors, you can rest easy knowing you have a national team with trusted resources standing behind you.
Horizon Advisor Network
With over 50 advisors managing more than $2.5 billion in client assets, this strategic partnership was established to support the needs of elite independent advisors.
Cetera Advisors
As one of the premier broker-dealers in the industry, our affiliation gives you access to a wide range of financial solutions and technology platforms.
Our National Teams
Comprising adept legal and financial professionals, our partner groups utilize a consultative approach to offer technical and legal advice, assisting us in shaping your financial strategy across a range of areas.
Cetera Advanced Planning Group
Cetera's Advanced Planning Group, made up of highly credentialed legal and financial professionals, is one of our key resource partners.
Cetera Investment Management
The experienced team provides independent, objective research and guidance to help us design an investment strategy that's right for you.