Services
Relationships are an integral part of our social and business communities. The depth and quality of these relationships go a long way in supporting the goals that we all strive to reach. That is why we are proud to tell you that when you partner with our firm for financial guidance, you are entering into a relationship with an experienced financial advisor who is dedicated and knowledgeable and working with you to achieve your best interest. Our Client Centered Advice Model offers multiple levels of tiered service.
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.
*If Financial Analysis and Planning reports are not included in your level of service, they are available through the Innovative Wealth team for an additional financial planning fee. Reach out to the team to learn more.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you .
Support@askiwt.com | 1-833-411-6932