Why Purpose-Driven Wealth Management Is Growing Fast

As investors navigate the second half of 2026, many are asking a bigger question than simply how to grow wealth: How can wealth create lasting impact? On this live episode of The Money Path, host Todd M. Schoenberger welcomes Debra Shapira, Impact Lead Advisor at Brighton Jones, for an insightful conversation on how families, business owners, and investors can align their financial lives with their values. Debra explains how Brighton Jones integrates impact advising into its Wealth Alignment philosophy, helping clients think beyond traditional portfolio management to create meaningful outcomes for their families, communities, and charitable causes. Topics include charitable giving strategies, donor-advised funds (DAFs), philanthropic planning, corporate citizenship, impact investing, and why Brighton Jones believes true wealth management should encompass purpose alongside performance. Key Topics: • What does an Impact Lead Advisor do? • How Brighton Jones incorporates impact into wealth planning • Purpose-driven investing and Wealth Alignment • Philanthropic planning for families and business owners • Donor-Advised Funds (DAFs) and charitable giving strategies • Why impact advising is becoming a competitive advantage in wealth management • Corporate citizenship and responsible business leadership • End-of-year giving strategies and planning ahead • Aligning financial goals with personal values • Creating a lasting legacy through wealth Whether you're an investor, entrepreneur, executive, or philanthropist, this discussion offers valuable insights into building a financial plan that reflects what matters most. LIVE today at 1:00 PM ET on Biz Talk Today TV. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. #TheMoneyPath #DebraShapira #BrightonJones #ImpactInvesting #Philanthropy #WealthManagement #FinancialPlanning #PurposeDrivenInvesting #LegacyPlanning #DonorAdvisedFunds #CharitableGiving #ESGInvesting #ImpactAdvising #ToddSchoenberger #Investing #WealthAlignment #FinancialFreedom #GivingBack #BusinessLeadership #BizTalkTodayTV