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)
- Exit Planning (CEPA®)
- Retirement (CRSP®)
- Private Wealth (CPWA®) and Financial Consultation (RFC)
- Alternative Investments (CAIA)
Dedicated to helping business owners and their families.
Innovia Wealth is particularly adept at meeting the needs of privately held business owners and their families. We believe entrepreneurs are the backbone of our economy, and we share their entrepreneurial mindset. For that reason, we have dedicated our professional lives to helping business owners and their families. We understand our entrepreneurial clients’ needs because we are also entrepreneurs and practice what we preach by investing right alongside them.
As a registered investment advisory firm, Innovia Wealth’s professionals act in a fiduciary capacity, meaning we put our clients’ interests first. We work solely in our clients’ best interests and are compensated only for the advice, services, and solutions we provide, with no competing priorities or outside incentives.