Imprint Wealth LLC

Imprint Wealth, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission, founded in June 2022 and acquired by Family Fortune Financial LLC in October 2024. The firm offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, charitable organizations, and institutions. Imprint serves as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions, utilizing internal investment management and independent managers when appropriate. Imprint's investment strategies are primarily long-term focused, with the ability to buy, sell, or reallocate investments as needed. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients have discretion over their accounts, and Imprint does not accept proxy-voting responsibility. The firm's fee structure ranges from 0.50% to 2.00% annually for investment management services, with additional fees for financial planning services. Imprint does not participate in soft dollar programs and does not receive compensation for securities transactions. The firm has a privacy policy in place to protect clients' personal information and does not sell such information to third parties. Clients can limit the sharing of their personal information for marketing purposes. Imprint encourages clients to review statements provided by the account custodian and offers transparency regarding its brokerage practices and compensation received from custodians.