Here is how Simple Impact LLC can help unlock your financial security
We believe in bridging the gap between financial planning and investments by offering a reputable platform to strategize and track your wealth and income. Our solutions are tailored to suit your needs by mitigating risks with personal advice.
Welcome, business owners, executives, women, and retirees! At Simple Impact, we can help you with ESG investing. Founded in 2014 by a holistic financial advisor, Shannon M. Sutherland, better known as Shan, we offer you retirement planning services and investment model strategies that align with your values and long-term goals. Our mission is to help our clients make effective investment strategies through personal education and money coaching. We want to help you live and invest with intention.
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Simple Impact LLC's business operations are located in beautiful RenoTahoe, Nevada. Our office partners with Commonwealth Financial Network®, founded in 1979. With more than 2,000 producing advisors and a home office support staff of nearly 1,000, Commonwealth advisors' combined account assets are approximately $270 billion with $2 billion in revenues*. Commonwealth is headquartered in Waltham, Massachusetts, and San Diego, California.
Why choose Simple Impact LLC. Our objective is to help our clients unlock their financial potential and accumulate wealth. As fiduciary asset managers, we work with clients to learn their long-term goals and curate a customized plan based on their needs.
At Simple Impact LLC, we develop mutually beneficial relationships with you by maintaining transparent and ethical processes. We do not simply help our clients with investments, but also educate them to empower their decision-making capabilities.
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As of 12/31/2021
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,574 Los Angeles area wealth managers were considered for the award; 168 (5 percent of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which the advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.