Invest and Live Intentionally
Welcome Business Owners, Executives, and Retirees!
Simple Impact offers financial wisdom and an investment platform for all your IRA, 401(k), and trust accounts. Founded in 2014 by veteran wealth advisor Shannon M. Sutherland, better known as Shane, we offer you holistic planning services and investment model strategies that align with your values and long term goals. Our mission is to help our clients invest and live intentionally by helping them put their time, money, and resources into getting what they really want.
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Simple Impact LLC in Calabasas, California, is a branch office backed by the nation’s largest privately held broker/dealer, Commonwealth Financial Network®, founded in 1979. With more than 2,000 producing advisors and a home office support staff of approximately 800, Commonwealth advisors' combined account assets are approximately $200 billion with $1.5 billion in revenues*. Commonwealth is headquartered in Waltham, Massachusetts, and San Diego, California.
*As of 12/31/2019