You’ve accumulated significant wealth.
We’ll help you make the most of it.
Welcome to Innovia Wealth
We partner with wealthy individuals and families to design tax-aware strategies, structure their wealth intentionally, and support the life they envision.
Accumulating significant wealth is hard. Our role is to help make managing it more straightforward.
We built Innovia to address the unique challenges of high-net-worth individuals and families.
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We work with clients to evaluate opportunities to help reduce the impact of taxes.
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We help business owners prepare for the complexities of selling their business, including the potential tax consequences of a large liquidity event.
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We provide eligible clients access to select private-equity opportunities as part of a diversified investment approach.
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We assist business owners in identifying retirement plan options that can help employees save for the future.
Wealth can be complicated. With the right team, it doesn’t have to be.
Our in-house team includes CFP®s, CPAs, JDs, CFAs, MBAs, and other professionals who work together to deliver comprehensive strategies.
Michael Berkemeier, RFC, Managing Director
Aaron Veldheer, JD, MBA, Managing Director
Trusted with $2.5 billion of assets and counting
America’s Top Financial Advisory Firms in 2025
— Newsweek, 2025*
Best Financial Advisory Firms in 2025
— USA Today**
Michigan’s Fastest Growing RIA in 2021
— Citywire, 2021***
Make the most of your wealth.
Ratings, rankings, or recognitions by unaffiliated organizations, including Newsweek, USA Today, and Citywire, are not indicative of future investment performance or client experience and should not be construed as an endorsement by any client. These ratings are generally based on information prepared and/or submitted by the adviser. Clients should not rely on any single rating in evaluating an investment adviser, and should perform their own due diligence before engaging Innovia Wealth to provide advisory services. SEC registration does not imply a certain level of skill or training.
*In choosing the America’s Top Financial Advisory Firms in 2025, which was published in April 2025, Newsweek evaluated a survey conducted by Statista, an independent data provider. The survey evaluated U.S. investment advisory firms on criteria such as assets under management, growth, and recommendations from clients and peers. Innovia Wealth did not pay to be included in this ranking but did pay a licensing fee to use the Newsweek/Statista logo and reference the recognition.
**USA Today published a ranking in April 2025, which included Innovia Wealth in a list of Best Financial Advisory Firms. USA Today evaluated a survey conducted by Statista, an independent data provider. The evaluation included recommendations from clients and industry peers as well as firm performance metrics. Innovia Wealth did not pay to be included in this ranking but did pay a licensing fee to use the USA Today/Statista logo and reference the recognition.
***CityWire’s 2025 50 Growers Across America survey evaluated adviser growth based on 2024 Form ADV looking at the percentage growth in assets under management (AUM), monetary growth in AUM, and percentage growth in employee headcount. CityWire’s ranking methodology included firms that manage over $100 million, are not affiliated with a broker-dealer or other institution, provide financial planning services, and primarily manage assets on a discretionary basis. Innovia did not request or pay to be included in the survey.