Innovia Wealth

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 firms 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, mo...