News

Crains Grand Rapids: Innovia Wealth names Greg Bosch new chief investment officer

Crains Grand Rapids: Tom Pantlind joins Innovia Wealth as Senior Wealth Advisor

Michigan RIA Taps Ex-Merrill FA to Lead Sports and Entertainment Unit

Tom Pantlind

Tom Pantlind, CFP®, SE-AWMA(TM), CRPC® Joins Innovia Wealth as Senior Wealth Advisor

Strategies Wealth Advisors Transitions to Become Innovia Wealth

BARRON’S: The 60/40 Portfolio is Back – With Caveats, Financial Pros Say

CNBC Make It: To get your tax refund as quickly as possible, follow this rule of thumb, says CPA

InvestmentNews: All eyes on alts

Citywire: Growers Across America 2022

Senior Wealth Advisor Mark Ghafari Named to CAIS Advisory Council

Please contact our team to discover how we can best serve you.

Contact Us