Message from the Founder, Brian Heapps
Message from the Founder, Brian HeappsI founded Innovative Wealth Team with the goal of providing clients with personalized advice on their terms. We do this by hiring experienced financial advisors who are trained and incentivized to provide service and advice, rather than focus on product sales.
Our model offers you a tiered advice structure, allowing you to access the services that are right for your situation while choosing how and when to engage with our team of advisors. With advisors located across the country, we ensure you receive truly personalized advice on your terms.