Turn Your Inheritance Into a Legacy
Your Legacy Starts With a Plan
Trusted fiduciary advisors guiding you through life’s financial turning points — with clarity, purpose, and confidence.
or call 323-615-1427
Sudden Wealth Brings Big Decisions
An inheritance can be life-changing — but without a clear plan, it can also create uncertainty. From taxes to asset allocation, every decision matters. We help you make each one with confidence and purpose.
Understand your tax implications
Create a diversified investment plan
Avoid common inheritance pitfalls
Align your legacy with your life goals
Why Work With Us?
Impact Fiduciary serves as a fee-only fiduciary at all times.
We never sell commission-based products — our only compensation comes directly from our clients. This ensures every recommendation is designed with one goal in mind: your long-term success.
Who We Work With
We partner with individuals and families who have $400k+ in investable assets. This ensures we can deliver the level of personalized planning, investment management, and sustainable wealth strategies our clients value most.
Let’s Talk About Your Legacy
No pressure. No sales pitch. Just a meaningful discussion about your goals and how we can help you achieve them. Call us at 323-615-1427 or use the link below to schedule a complimentary 20-minute Discovery Call with Impact Fiduciary.
What our clients are saying
Location
21 Miller Alley, Suite 210
Pasadena, CA 91105
Hours by appointment only:
Monday – Friday 8am - 5pm
Saturday 8am - 10am
Phone
(323) 615-1427
