We Understand What Business Owners Need
As a resource for entrepreneurs, we create strategies for almost every scenario, including succession planning, that align with their long-term financial goals. We help business owners, and their families navigate the complex financial transition to the next phase of their lives.
TRUST
At Innovia Wealth, your interests are placed ahead of our own. We are your fiduciary. It is with our clients’ needs in mind that we invest in our team, our technology, and our skills. It is the foundation of our practice.
INDEPENDENCE
Every Innovia Wealth resource is dedicated to serving our clients and their initiatives. We are compensated only for the advice, services, and solutions we provide, with no competing priorities or outside incentives.
INNOVATION
We use up-to-date financial technologies and have experts on our team for every important discipline. We work to convert an endless supply of information into knowledge and, more importantly, actionable wisdom.
SIMPLICITY
We carefully determine the right match and fit with the families we work with so that we can give our clients the full and accurate attention they deserve. We sync your tax, legal, financial, insurance, and investment plans for maximum optimization.
Services
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Private Wealth
ManagementOur multi-disciplinary team has credentials and experience in law, accounting, financial planning, taxes, exit planning, retirement, and private wealth, leading to a plan that addresses every aspect of your life with the goal of making your dreams a reality. We invest our time in understanding the full spectrum of investments available to you including Private Credit, Private Real Estate, and Private Equity. In fact, we recently launched our own Access Fund to provide even greater opportunities for diversification and portfolio growth. Diversification cannot ensure a profit or protect against loss in a declining market. It is a strategy used to help mitigate risk.
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Retirement Plan
ServicesInnovia Wealth has developed extensive expertise in advising both Defined Contribution and Defined Benefit plans. Our team understands and has put into practice the specialized investment strategies that apply to each. We want to be your retirement plan business partner as the regulatory framework constantly evolves, supporting and advocating on your behalf.
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Estate Planning &
Insurance SolutionsHaving a proper estate plan is essential in ensuring that your loved ones will not experience financial hardship following your death, and your assets are properly distributed. In certain cases, life insurance can be used to manage inheritance and the opportunities and challenges of a taxable estate. An annual or bi-annual policy review often uncovers potential areas for consideration that may benefit clients and their families.
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Business
Succession PlanningOur insurance specialists have extensive experience engineering simple solutions to complex problems. Whether a start-up or a multi-generational concern, properly structured life insurance planning can help protect your business.
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Multi-family
Office ServicesOur sophisticated planning process utilizes our expertise in multiple disciplines. We take the time to structure a team around each client’s needs to build a cohesive financial plan that meets your goals and aspirations.
