Boulder’s Impact Wealth Advisors named FIVE STAR Wealth Manager by 5280 Magazine & ColoradoBiz Magazine

BOULDER – G. Anthony Harrigan and Ken Finkel, principals of Impact Wealth Advisors, Ltd. in Boulder (www.ImpactWealth.com), were awarded the FIVE STAR Wealth Manager title for 2010 by 5280 Magazine and ColoradoBiz Magazine in Denver.


The 2010 FIVE STAR Wealth Manager award is granted to an elite group, representing less than 4 percent of Denver area wealth managers. The award is based on how clients and financial services industry professionals evaluate their experience in working the individual wealth managers and not on the company’s sales volume.


Harrigan, a resident of Broomfield, and Finkel, who lives in Boulder, started their Boulder wealth management business in 2008 to offer holistic financial planning that focuses on a client’s life goals and aspirations, not just their investments.


As a local Boulder business, Impact Wealth Advisors is a strong believer in community partnering, and presents its own Impact Award to an area nonprofit each quarter.


A national research company under the direction of Crescendo Business Services conducted research for the FIVE STAR Wealth Manager list, published in the November issues of 5280 and
ColoradoBiz.


To be selected for the FIVE STAR award, survey recipients are asked to select wealth managers whom they knew through personal experience, and to evaluate them on nine criteria: customer service, integrity,
knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction.


About Impact Wealth Advisors Ltd.


Impact Wealth Advisors in Boulder, Colo. provides holistic wealth management planning that focuses first on clients’ life goals and aspirations to improve the chances of achieving the future they
envision. Impact Wealth offers objective and independent investment counsel on retirement, education, estate planning, insurance analysis, tax minimization, charitable giving, real estate, family legacy and wealth succession.
Visit online at www.ImpactWealth.com.




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