Innovia Wealth Information

Innovia Wealth was founded as a boutique wealth management firm in 2007, with the mission of providing expert advice and individualized recommendations built on deep personal relationships. In other words, to provide clients with a better wealth management experience. Building on that legacy, Innovia Wealth uses a team-based approach based on diverse perspectives. The firm's wide-ranging expertise in financial planning, tax management, legal and estate considerations provide multiple angles to view opportunities available to clients. Because each team member looks at an opportunity through a different lens, the recommendations we provide deliver holistic solutions. A multi-disciplinary approach also helps to synchronize the many plans that our clients’ lawyers, accountants, insurance providers, and bankers recommend. Lastly, a comprehensive view ensures no “financial leakage,” consistently optimizing our clients’ resources. Optimization is an ongoing process while our team executes, monitors, and iterates on our clients’ behalf. The current team is comprised of experts with a wide range of credentials, including JDs, CPAs, MBAs, CFP®s, CLU®s, ChFC®s, and other designations that ensure the diverse skill sets required to serve clients' needs are addressed. Innovia Wealth is particularly adept at meeting the needs of privately held business owners. We believe entrepreneurs are the backbone of our economy, and for that reason, we have dedicated our professional lives to helping business owners and their families. We provide strategies and implementations to assist entrepreneurs in succession planning. When a business owner considers the sale of his or her company, they turn to us to help create strategies that align with their financial goals, at a time when everything is at stake. As a Registered Investment Advisory (RIA) firm, Innovia Wealth’s professionals act in a fiduciary capacity, meaning we put our clients' interests first, always.