Private Wealth Management

Private Wealth Management

The key to successful wealth management is planning that overlaps disciplines and encompasses your entire financial life. We help clients structure their wealth to maximize benefits through their years of retirement or post-business ownership.

We work with fewer families so that we can give each the attention they deserve. We don’t bill by the hour, which allows us to coordinate on your behalf without extra fees. Optimization comes from synching your tax, legal, financial, and investment plans.

Financial Planning

Our multidisciplinary team is built to provide planning across your balance sheet, including credentials and experience in:

  • Law (JD)
  • Accounting (CPA)
  • Financial Planning (CFP®)
  • Taxes (MST & CPA)
  • Exit Planning (CEPA®)
  • Retirement (CRSP®)
  • Private Wealth (CPWA®) and Financial Consultation (RFC®)

Our team will create a holistic financial plan designed specifically to address your unique situation. Together, we can identify your short- and long-term goals and create a financial roadmap to get you where you want to go.

Investment Management

The world of investing has changed dramatically in the last few years. In the past, diversification meant having the right balance of stocks and bonds to weather a recession. But, that’s no longer good enough. Our team sources investment opportunities beyond stocks, bonds, mutual funds, and ETFs to provide a broader range of solutions to meet the needs of a sophisticated client base.

Private equity, private credit, and private real estate are staples in our clients’ portfolios. These investments have proven essential in today’s environment and our deep relationships with major firms such as iCapital and CAIS allow us to bring our clients access to curated private level investments They have provided commensurate returns when the market is good, and have proven less risky and measured by volatility, when the market is down. We perform due diligence on these investments daily.

We have also leveraged the experience of an Outsourced Chief Investment Officer, a team consisting of multiple Chartered Financial Analyst charterholders with many years of professional investment experience.

Philanthropy & Legacy Planning

Many individuals who have achieved financial success wish to share their good fortune with their communities and charities or causes they care about. We can help you bring your philanthropic impulses to fruition.

Whether you decide to give cash outright, utilize a donor advised fund, or create a private foundation, we will help you craft a strategic, long-term plan that reflects your goals of supporting the causes you’re passionate about. The result? Leaving a lasting legacy.

Tax & Legal Support

At Innovia Wealth, we don’t just assess your tax situation as April 15 approaches. Tax efficiency is a key tenet and year-round aspect of our approach to wealth management. Our CPA team prides itself on working alongside your personal accountant. Together, we’ll review your recent tax returns and identify proactive strategies that can reduce your liability on future returns.

Retirement Planning

Planning for retirement is an ongoing process that entails considerably more than determining your time horizon, estimating your expenses, calculating your after-tax returns, and trying to figure out your risk tolerance.

Retirement planning is about planning to start a new phase of life with intention after a long career selling a business or leaving a corporate office. The question shouldn’t be what are you retiring from, but what are you retiring to? Let us help you find your passion plan the next stage of life.

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.