In 2018, IMPACT CAPITAL was founded by Eric Cohen, Bill Bancroft, and Daniel Cohen. Eric and Daniel are senior accountants at E. Cohen & Company, CPAs, one of the largest CPA firms in the Washington, D.C. area. Bill is a senior financial advisor who has spent his career at top tier wealth management firms.
When we met, we quickly realized we had shared values around client service, integrated planning, transparency, accountability, and technology. Based on those shared values, we saw an opportunity to bring a FRESH perspective to the wealth management industry.
Coordinating and communicating across your different professional relationships (accountant, attorney, banker, insurance agent, etc.) is what we call acting as your personal Board of Advisors. Knowing that your affairs are being overseen by a fiduciary – an advisor who has the legal responsibility to put your interests ahead of our own – provides you peace of mind and allows you to spend more time doing the things you love.