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Insurance products are offered through the insurance business RightPath Wealth Management. RightPath Wealth Management is [also] 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 RightPath Wealth Management are not subject to Investment Advisor requirements. RightPath Wealth Management and IPW are not affiliated companies].
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CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S. Tax preparation services through the Enrolled Agent (EA) designation are provided by RightPath Tax Pros . RightPath Wealth Management is an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Advisor. IPW does not offer tax preparation services. These tax services conducted by RightPath Tax Pros are independent of Investment Advisor oversight. IPW neither offers nor supervises these tax activities, and is not affiliated with RightPath Tax Pros.
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