Paul
Bertrand
Impact Partnership Wealth, LLC
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About this Advisor
Paul Bertrand is a financial advisor based in Lunenburg, Massachusetts, working with Impact Partnership Wealth, LLC. Paul has previously held positions at Brookstone Wealth Advisors, Municipal Retirement Solutions, LLC, Lighthouse Wealth Management, LLC, Impact Partnership Wealth, LLC, and Nationwide Investment Services. Paul has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Paul is part of Impact Partnership Wealth, LLC, which operates out of Lunenburg, Massachusetts. The firm has 49 offices and 54 employees. The firm manages assets totaling $751.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Impact Partnership Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Impact Partnership Wealth, LLC Brokerage Details
$751,621,346
54
7,527
$99,857
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Paul Bertrand Work History
Lighthouse Wealth Management. LLC
Impact Partnership Wealth, LLC
Brookstone Wealth Advisors
Municipal Retirement Solutions, LLC
Nationwide Investment Services
Disclosures
Please visit the SEC profile of Paul Bertrand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Impact Partnership Wealth, LLC
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