We’re a financial services and investment management company based in northeast Ohio advising individuals across the country. We provide customized financial guidance with clarity and insight, delivered with a personal touch and driven by relationship. We help put you and your family on the path to the future that you envision.

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Contact Us

P: 330.800.0182
TF: 844.422.5550
F: 234.312.0460

info@antispamimpelwealth.com

2006 4th Street, Cuyahoga Falls, OH 44221


Contact Us

P: 330.800.0182
TF: 844.422.5550
F: 234.312.0460

info@antispamimpelwealth.com

2006 4th Street, Cuyahoga Falls, OH 44221

Our Services

Impel Wealth Management offers the following services:

  • Retirement Planning/Retirement Income Planning
  • Fee-based Investment Advisory Services
  • Estate Planning
  • Risk Management Planning
  • Cashflow/Tax Planning

Impel Wealth Management incorporates some or all the following services into your personalized plan:

  • Fee-based Investment Portfolios
  • Individual Retirement Accounts
  • 401(k) Plans / Qualified Retirement Plans
  • Mutual Funds and ETFs
  • Annuities
  • 529 Qualified Tuition Plans
  • Life, Long-term care, and Disability insurance

Our Team

Jesse Hurst, CERTIFIED FINANCIAL PLANNER™ has more than 30 years’ experience and leads a dedicated team comprised of Karen Johnson, senior client service specialist: Sarah Montgomery and Marie Christman, client service specialists; and Michelle Manley, director of first impressions.


Our Team

Jesse Hurst, CERTIFIED FINANCIAL PLANNER™ has more than 30 years’ experience and leads a dedicated team comprised of Karen Johnson, senior client service specialist; Sarah Montgomery and Marie Christman, client service specialists; and Michelle Manley, director of first impressions.


Our Services

Impel Wealth Management offers the following services:

  • Retirement Planning / Retirement Income Planning
  • Fee-based Investment Advisory Services
  • Estate Planning
  • Risk Management Planning
  • Cashflow / Tax Planning

Impel Wealth Management incorporates some or all the following services into your personalized plan:

  • Fee-based Investment Portfolios
  • Individual Retirement Accounts
  • 401(k) Plans / Qualified Retirement Plans
  • Mutual Funds and ETFs
  • Annuities
  • 529 Qualified Tuition Plans
  • Life, Long-term Care, and Disability Insurance

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

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