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Vanessa M Patterson

Impact Partnership Wealth, LLC

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About Vanessa M Patterson

Vanessa M. Patterson is an Investment Advisor Representative with Impact Partnership Wealth, LLC. Vanessa has been in the industry since December 2020 and is registered with the state of Maryland. She is experienced in providing financial planning, educational seminars, and portfolio management services. Vanessa is a graduate of [Insert university name here] with a degree in [Insert degree name here] and is committed to helping clients achieve their financial goals.

Firm Information

Vanessa Patterson is currently registered with Impact Partnership Wealth, LLC. Impact Partnership Wealth, LLC is a financial advisory firm headquartered in Marietta, Georgia. The firm offers financial planning, portfolio management for individuals and investment companies, and educational seminars. Impact Partnership Wealth manages approximately $751.6 million in assets for 7,527 clients.
Impact Partnership Wealth, LLC

1688 WHITE CIRCLE NW

MARIETTA, GA 30066

$751.62M

Assets Under Management

Not reported

Total Clients

58

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Vanessa Patterson’s Registration & Firm History

GA

02/21/2023 - Present

Impact Partnership Wealth, LLC (MARIETTA GA)

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Licenses & Designations

IA

Issued 12/09/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vanessa M Patterson.
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