Leverage the Power of Your Money

"Just as ripples spread out when a single pebble is dropped into water, the actions of individuals can have far-reaching effects."
~ Dalai Lama

As experienced financial advisors, we work to keep your goals top of mind as we develop plans to meet your unique goals. Whether you are an Individual/Family investor or represent a Nonprofit Organization or a Foundation, we seek to have a positive impact on your portfolio and an impact on society with an effective and comprehensive plan.


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ASHLEY LAZAREWICZ, CFP®
MANAGING PARTNER
JON ELLENBOGEN
MANAGING PARTNER
STEVE BADT
SENIOR OPERATIONS MANAGER
PAMELA ZEGER
SENIOR REGISTERED BRANCH ADMINISTRATOR
Impact Capital Strategies

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, UT, VA, VT, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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