As a professional athlete, you face unique financial challenges that demand specialized solutions. From sudden career-ending injuries to managing high-spending habits, navigating the complexities of wealth management can be daunting. Innovia Wealth offers tailored services designed to help professional athletes achieve long-term financial stability beyond short career spans.
A Comprehensive Approach to Wealth Management
Our team is equipped with a comprehensive suite of services to manage the financial planning and entrepreneurial challenges that professional athletes experience. With access to a vast range of investment opportunities and a strong network of professionals, our services help guide you to a financially secure future.
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Family Office Services
Our family office services are designed to help you grow and protect your wealth over the long term. From investment management to tax planning, we’ll provide the holistic expertise and guidance you need to secure your financial future.
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Retirement Plan Services
If moving forward with a new business venture and opting to sponsor a 401(k) or 403(b), a pension plan, or a cash benefit plan, Innovia Wealth can assist and act as your retirement plan business partner.
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Estate Planning & Insurance Solutions
Protecting your assets and ensuring that your loved ones are provided for is essential. Our estate planning and insurance solutions are designed to help you create a comprehensive plan that safeguards your wealth and creates a lasting legacy according to your wishes.
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Business Succession Planning
Many athletes aspire to pursue business interests beyond their playing careers. Our business succession planning services are designed to help you transition smoothly and preserve generational wealth. Additionally, we assist in coordinating the timely and unique legal and tax considerations that may arise before, during, and after a major life or business transition.
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Asset Management
Innovia Wealth provides professional athletes with tailored asset management solutions, spanning public and private markets, to address their unique financial needs. With personalized investment portfolios aligned with individual goals and risk tolerance, we prioritize optimizing performance and long-term growth to secure your financial future on and off the field.