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About Imperia Wealth Management

We are a comprehensive wealth management firm with particular specialty in working with non-profits.  We have several key members of our firm very involved in non-profits, paricipating on multiple boards as well as working with several providing wealth management advice, particularly investment management of endowment/reserve assets.
Service Region
  • Berkshires
  • Cape & Islands
  • Central
  • Greater Boston
  • Metrowest
  • Northeast
  • Pioneer Valley
  • Southeast
Keywords
  • Empowering Non-Profits with Purpose-Driven Financial Strategies
Core Competencies
  • Investment/Portfolio Management
  • Strategic Financial Planning
  • Board & Committee Collaboration
  • Donor Engagement & Legacy Giving
  • Governance & Policy Support