Innovia Wealth
Financial Services, 3333 Grand RDG Dr Ne, Grand Rapids, Michigan, 49525, United States, 11-50 Employees
Phone Number: 61********
Who is INNOVIA WEALTH
Innovia Wealth was founded as a boutique wealth management firm in 2007, with the mission of providing expert advice and individualized recommendations built on deep personal relationship...
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Headquarters: 3333 Grand RDG Dr Ne, Grand Rapids, Michigan, 49525, United States
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Date Founded: 2007
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Employees: 11-50
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Revenue: $5 Million to $10 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Innovia Wealth
Answer: Innovia Wealth's headquarters are located at 3333 Grand RDG Dr Ne, Grand Rapids, Michigan, 49525, United States
Answer: Innovia Wealth's phone number is 61********
Answer: Innovia Wealth's official website is https://innoviawealth.com
Answer: Innovia Wealth's revenue is $5 Million to $10 Million
Answer: Innovia Wealth's SIC: 6282
Answer: Innovia Wealth's NAICS: 523940
Answer: Innovia Wealth has 11-50 employees
Answer: Innovia Wealth is in Financial Services
Answer: Innovia Wealth contact info: Phone number: 61******** Website: https://innoviawealth.com
Answer: Innovia Wealth was founded as a boutique wealth management firm in 2007, with the mission of providing expert advice and individualized recommendations built on deep personal relationships. In other words, to provide clients with a better wealth management experience. Building on that legacy, Innovia Wealth uses a team-based approach based on diverse perspectives. The firm's wide-ranging expertise in financial planning, tax management, legal and estate considerations provide multiple angles to view 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 that our clients lawyers, accountants, insurance providers, and bankers recommend. Lastly, a comprehensive view ensures no financial leakage, consistently optimizing 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 experts with a wide range of credentials, including JDs, CPAs, MBAs, CFPs, CLUs, ChFCs, and other designations that ensure the diverse skill sets required to serve clients' needs are addressed. Innovia Wealth is particularly adept at meeting the needs of privately held business owners. We believe entrepreneurs are the backbone of our economy, and for that reason, we have dedicated our professional lives to helping business owners and their families. We provide strategies and implementations to assist entrepreneurs in succession planning. When a business owner considers the sale of his or her company, they turn to us to help create strategies that align with their financial goals, at a time when everything is at stake. As a Registered Investment Advisory (RIA) firm, Innovia Wealths professionals act in a fiduciary capacity, meaning we put our clients' interests first, always.
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