Wealth and Asset Management
Wealth Management is a holistic investment advisory service combining other financial services to address the needs of clients. Wealth management incorporates structuring and planning wealth to assist in growing, preserving, and protecting assets.
Areas which may be included are retirement planning, estate planning, investment management, general consulting, tax planning, business succession planning, education funding planning, debt consolidation and management, liquidity planning and family office services.
Asset management is the oversight of an investment portfolio with the goal of maximizing value while maintaining an acceptable level of risk. Asset management is a systematic process of developing, operating, maintaining, upgrading, and disposing of assets ideally in the most cost-effective manner (including all costs, risks, and performance attributes).
Insurance and annuities offered through Vicki Joern, TX License #1081644 and/or Karl Joern, TX License #1998944. Bee Financial Partners, LLC. is an Investment
Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products.
The insurance products offered by Vicki or Karl Joern are not subject to Investment Advisor requirements. Bee Financial Partners, LLC. is not affiliated with the U.S. government
or any governmental agency.
No information or material presented on this website is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Impact Partnership Wealth offers a broad range of investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary which can also be accessed here on this website, https://impactpartnershipwealth.com/wp-content/uploads/2021/06/Impact-Form-CRS.pdf.
Insurance and annuities are offered through Vicki Joern, TX License #1081644 and/or Karl Joern, TX License #1998944.
Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by Impact Partnership Wealth, LLC are not: