Innovia Wealth
Finance · 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
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Innovia Wealth
Innovia Wealth specializes in providing tax-aware strategies and wealth management services for high-net-worth individuals and families. They assist clients in navigating the complexities of wealth management, including exit strategies for business owners and private investment opportunities. Their team comprises professionals with diverse qualifications, including CFPs, CPAs, and JDs, ensuring comprehensive financial strategies. Recognized for their client service and advisory expertise, Innovia Wealth aims to simplify the management of significant wealth.Explore more
Innovia Wealth Org Chart
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Innovia Wealth Tech Stack
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Innovia Wealth News & Media
Innovia Wealth names Greg Bosch new chief investment officer
Greg Bosch, a West Michigan native who has advised institutional clients and ultra-high-net-worth investors in the Grand Rapids area for nearly two decades, joined Innovia Wealth, an independent registered investment advisor and wealth management firm, as chief investment officer.
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Innovia Wealth specializes in providing tax-aware strategies and wealth management services for high-net-worth individuals and families. They assist clients in navigating the complexities of wealth management, including exit strategies for business owners and private investment opportunities. Their team comprises professionals with diverse qualific... Read More
