Why Affect Wealth?
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Why Affect Wealth?
Investments that align with your values.
Finances can be highly personal and intimate. At Affect Wealth, we help you save enough to retire comfortably while making sure your investments are being made in a sustainable and positive way.
Feel good about how you save.
Investing can be complicated and sometimes confusing. That’s why our approach is one of empowerment, where we give you the tools and knowledge to understand your financial plan.
Guiding you to a bright future.
Here at Affect Wealth, we want to see you succeed and feel confident about the future. Your partner for the journey is Phil Janzen, a mutual fund representative with Investia Financial Services Inc. who has spent nearly a decade guiding clients like you.
Get started on your investment plan today!
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Book a meeting. — Whether in-person or virtual, this initial no-obligation meeting is the best way to get introduced, review your situation and learn about your goals for the future.
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Create a plan. — After we’ve met and consolidated all of the information you’ve given us, we create a personalized investment plan with a strategy based purely on your goals.
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Watch your savings grow. — Feel the peace of mind that comes from knowing you’re prepared for whatever the future throws at you and your family. We’ll meet regularly to make sure everything stays on track.