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about us
We are fiduciaries. We are legally required to make decisions and use products that are in your best interest.
We are fee-only – that means we will not make money from selling you products...or any other way!
We are small on purpose; we want close relationships with all of our clients. You will never feel like you are ‘just a number.’
OUR PROCESS
Innovate Wealth uses the latest technology to make your life easier! We’ve eliminated as much paperwork as possible and created a cloud-based platform to interact securely with our clients.
Blog
It's appropriate and logical that bull markets are book-ended by surreal and sometimes scary events. The bull market that was born in March of 2009, when the world was immersed in the Great Financial Crisis, ended this week. She was 11 years old. The one before that...
Happy New Year! Emerging into a new year and decade, we’re always seeking ways to remain innovative and keep pace with a rapidly changing wealth management industry. I started the Firm with the idea that clients can still be the centerpiece and sole..
Fiduciary means Innovate Wealth must do what's legally in your best interest. Most Wall Street firms do not abide by that rule. Why would you work with them?
We don't have investment minimums. Investments are just a small piece of financial planning, and we offer the same quality financial services to everyone, no matter the size of your bank account.
Every person is different so your plan will be customized to your life, but here is a sample structure of the first 12 months.
It means we'll charge you one fee and that's all you'll pay us. This matters. Advisors get paid in many ways, including kickbacks on selling products to you. It's not the fee you see that should worry you, it's the one you don't see.
Innovate Wealth will never take custody of your money. If we are managing your investments, your money will always be placed with a qualified custodian.
Details here!
Glad you asked, click here!
We are fully virtual. Yes we have a location, but we work with clients all over the country, no matter where we sit. If you're comfortable working virtually with our online tools, we'd love to work with you and will likely have other clients nearby!
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