Innovia Wealth
Highly Engaged Employees
Highly Engaged EmployeesFinance · Michigan, United States · 11-50 Employees
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Overview
Headquarters
171 Monroe Ave NW Ste 800, Grand Rapids,...Website
www.innoviawealth.comRevenue
<$5 MillionIndustry
About Innovia Wealth
Innovia Wealth specializes in personalized wealth management, investment management, tax planning, estate planning, retirement strategies, and private investment guidance for high-net-worth individuals, families, and business owners. The firm aims to simplify the complexities of managing significant wealth by designing tax-aware strategies and supporting clients in achieving their financial goals. Innovia Wealth's team comprises professionals with diverse qualifications, including CFPs, CPAs, JDs, CFAs, and MBAs, ensuring comprehensive financial strategies. Recognized for its client service and advisory expertise, Innovia Wealth has received accolades from notable publications such as Newsweek and USA Today.Explore more
Innovia Wealth Org Chart
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Innovia Wealth specializes in personalized wealth management, investment management, tax planning, estate planning, retirement strategies, and private investment guidance for high-net-worth individuals, families, and business owners. The firm aims to simplify the complexities of managing significant wealth by designing tax-aware strategies and supp... Read More
