About Company

IMPACTfolio is a fee-only, flat annual-retainer wealth management firm and SEC-registered investment adviser based in Denver that combines holistic financial planning with impact investing using a “Triple Bottom Line” (Planet, People, Profit) approach; IMPACTfolio builds core and tactical portfolios, provides comprehensive planning services (retirement, tax-aware planning, Social Security analysis, estate planning, etc.), serves local Denver clients in-person and clients nationwide virtually, and emphasizes sustainable, purpose-driven investing as a core part of the firm’s investment philosophy (homepage, contact).

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