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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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
02/21/2023 - Present
Impact Partnership Wealth, LLC (MARIETTA GA)
IA
Issued 12/09/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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