Our Story

A better wealth management experience.

Innovia Wealth is a boutique wealth management firm whose history begins in 2007 with the launch of Strategies Wealth Advisors (SWA). It is our mission to provide expert advice and individualized recommendations built on deep personal relationships. With 200 years of combined experience, our team strives to provide clients with a better wealth management experience.

Comprehensive. Collaborative. Optimized.

Building on the SWA legacy, Innovia Wealth uses a team-based approach based on diverse perspectives. Our wide-ranging expertise in financial planning, as well as tax, legal, and estate considerations provide multiple angles to identify 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 recommended by our clients’ lawyers, accountants, insurance providers, and bankers. Lastly, a comprehensive view helps to ensure no “financial leakage,” and optimization of our clients’ resources. Optimization is an ongoing process while our team executes, monitors, and iterates on our clients’ behalf.

The current team is comprised of professionals with a wide range of expertise and credentials to help ensure the diverse skill sets required to serve clients’ needs are addressed, including:

  • Law (JD)
  • Accounting (CPA)
  • Financial Planning (CFP®)
  • Taxes (MST & CPA)
  • Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™)
  • Exit Planning (CEPA®)
  • Retirement (CRPS®)
  • Private Wealth (CPWA®) and Financial Consultation (RFC)
  • Alternative Investments (CAIA)

Dedicated to helping business owners, athletes and institutions.

Innovia Wealth is particularly adept at meeting the needs of privately held business owners, athletes and institutions. We understand these clients’ needs because we are also entrepreneurs and practice what we preach by investing right alongside them.

As a registered investment advisory firm, our professionals act in a fiduciary capacity, meaning we put our clients’ interests first. Our mission is to provide expert advice and individualized recommendations built on deep personal relationships to deliver clients with a better wealth management experience. We aim to help clients achieve their financial goals with a thoroughly integrated approach that combines investment management and financial planning solutions.

Set yourself up for success with a customized plan to achieve your goals.

Take control of your retirement goals today!

Download our comprehensive Retirement Planning Checklist for Business Owners and pave the way to a financially secure future.