Financial Advice on Your Terms
Our approach to wealth management provides you with the services that you need with the ability to access those services how and when you want. With a tiered client service offering we provide you with the services that are right for your specific needs, financial advice from an experienced advisor, and the flexibility of choosing how and when you want to engage. Truly providing Financial Advice on Your Terms.
Client-Centered Advice
Regardless of the level of wealth, we recognize that people need different ways to work with financial professionals. We believe people can live better if their finances are properly managed and well-understood. This inspired us to develop Innovative Wealth Team to provide a different way of getting financial advice.
- On Demand Support
As a client of the Innovative Wealth Team, you automatically have access to our on-demand support services. This includes online access to your account, monthly market insights, access to our On Demand Financial Information to answer your questions and service your account.
- Personal Advice
As a client with $50,000+ in household assets invested you have access to our Personal Advice service. This includes a professionally managed portfolio and ongoing financial advice from our team of advisors.
- Dedicated Advisor
As a client with $250,000+ in household assets invested you have access to our Dedicated Advisor service. This includes two proactive reviews a year with your dedicated advisor to review your financial plan and investment portfolio, along with a complimentary financial analysis based on your specific needs.
- Private Client
As a client with $1 Million+ in household assets invested you have access to our exclusive Private Client division. This includes a dedicated Certified Financial Planner™ (CFP®) professional, customized investment strategies, and quarterly proactive reviews. Additionally, you have access to a full suite of financial planning services, including tax and estate planning.
Innovative Wealth Team
