Dear Clients, Colleagues, and Friends,

For decades now, our team has been fueled by the quality of relationships we have developed with you. The process of partnering with good people and playing a valued role in helping them navigate life’s transitions creates a strong bond and we are fortunate to do this for a living.

Today, it is time for us to have a transition of our own. For 20 years, we have enjoyed a three-party partnership in which our team, our clients, and our host firm provided input in determining our collective path forward. Now, we realize that we can serve you in a more authentic and focused manner by streamlining this process so that together, we and our clients forge the future in the most mutually advantageous way.

In establishing Impact Capital Partners, we have created a structure through which we can, quite simply, do more for you. We maintain our commitment to listening to you, understanding your preferences and priorities, collaborating with you and your advisors, and advocating for you, your family, and your business. Now, with broader capabilities and deeper resources, we are uniquely equipped to offer you a richer, more profound experience.

To serve as the primary custodian for your assets, we’ve selected Schwab Advisor Services for its strength, stability, and 20+ years of experience working with independent investment advisors. With more than $8 trillion in client assets, it is, without doubt, the market leader in custodianship for firms like ours.

We named our firm Impact Capital Partners because it aligns perfectly with our aspirations. We are committed to making an impact for, and through, the partnerships we develop with you, within our team, and throughout our community.

Welcome to Impact!

Brett and Greg

Brett Stone and Greg Segal