About Us
Our Story and Commitment
Welcome to Innovative Wealth Consulting, where our passion for financial services meets our commitment to outstanding client care. Our story began with a simple desire: to provide exceptional, tailored financial services that we truly enjoy delivering.
Our founder, an experienced financial advisor with over 25 years of investment experience in wealth management, envisioned a firm that would stand out in its dedication to its clients. Having served a wide range of clients, including private wealth, non-profits, corporate retirement plans, religious and healthcare organizations, and workplace financial wellness participants, our founder’s vast experience forms the backbone of our firm.
Our Approach
At Innovative Wealth Consulting, we are more than just a financial services firm. We are a team of caring, authentic, and compassionate professionals who are proactive and possess excellent follow-up skills. We are passionate about our clients and are committed to acting as a fiduciary by providing retirement plan services, wealth management, estate planning, investment solutions, and financial wellness to the company and employees.
We bring and create value in every meeting we have with our clients, showing genuine care and a commitment to their financial success. We want our clients to know that we are here to take care of them, providing customized and tailored services that meet their unique needs and goals.
Our Values
At Innovative Wealth Consulting, our values are at the core of everything we do. We believe in:
Client-Centric Approach
We put our clients’ needs and goals at the forefront of everything we do. We are dedicated to providing services that are tailored to each client’s unique situation and objectives.
Integrity
We uphold the highest standards of professionalism and ethical conduct. We are transparent in our interactions and maintain confidentiality and trust in our client relationships.
Excellence
We strive for excellence in all our services. We continuously improve and innovate to deliver the best possible financial solutions to our clients.
Compassion
We genuinely care for our clients and show empathy in our interactions. We understand that financial planning can be stressful, and we are here to provide support and guidance every step of the way.
Get in Touch
We invite you to reach out to us at Innovative Wealth Consulting for a personalized approach to your financial needs. Our dedicated team is ready to provide you with tailored solutions that align with your unique goals. Contact us today to start your journey towards financial success. We look forward to partnering with you on your path to financial stability and growth.