Innovative Wealth Managers Employee Directory

Innovative Wealth Managers corporate office is located in 41 Mountain Rd, Suffield, Connecticut, 06078, United States and has 11-50 employees.

innovative wealth managers

Innovative Wealth Managers Global Presence

Location	People at location
North America	1-10

Key Employees of Innovative Wealth Managers

MB
Maria Boehm
Client Relationship Manager
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Index of contact profiles from Innovative Wealth Managers

Hundreds of professionals searching for Innovative Wealth Managers have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MB
Maria Boehm
Email Direct
Client Relationship Manager
United States , Connecticut , Suffield

PC
Patrick Clark
Email Direct
Managing Partner, Wealth Management Consultant
United States , Connecticut , Suffield

JG
Jodi Giustina
Email Direct
Administrative Assistant
United States , Connecticut , Suffield

JM
John McCormack
Email Direct
Managing Partner, Wealth Management Consultant
United States , Connecticut , Suffield

JE
Julia Eggleston
Email Direct
Paraplanner
United States , Connecticut , Suffield

Former Employees at Innovative Wealth Managers

Explore people who held key positions, contributed to Innovative Wealth Managers's success, and advanced their careers.

MH
Matt Haddock
Financial Planner at Coburn Financial
Worked as Wealth Management Consultant
at Innovative Wealth Managers (2024-2025)
Email Direct

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Frequently Asked Questions Regarding Innovative Wealth Managers Employees

How many employees does Innovative Wealth Managers have?

Innovative Wealth Managers has 11-50 employees

Who are Innovative Wealth Managers key employees?

Some of Innovative Wealth Managers key employees are Maria Boehm

Where is Innovative Wealth Managers located?

Innovative Wealth Managers’s headquarters are located at 41 Mountain Rd, Suffield, Connecticut, 06078, United States

How do I contact Innovative Wealth Managers?

Innovative Wealth Managers Contact Info: Website: www.innvwealth.com

What does Innovative Wealth Managers do?

Innovative Wealth Managers is an independent financial advisory firm dedicated to providing comprehensive financial planning and active portfolio management. They offer customized strategies tailored to the unique goals and needs of individual investors, business owners, foundations, and institutions. The firm prides itself on building deep relatio... Read More

Is Innovative Wealth Managers a public company?

Innovative Wealth Managers is private company therefore does not currently have an official ticker symbol

See more information about Innovative Wealth Managers Employees