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Our Work

Wondering what it’s like to change firms or launch an RIA with our team of transition consultants?

Let our clients tell you.

We share their journeys through our Transition Success Stories.

Transition Success Story: Nannette Kamien, CFP®, CDFA®, MBA

Financial advisor, Nannette Kamien, realized she needed to make a change - read more about how Vantage Impact helped her find the right fit.