What Makes Us Different

Big City Expertise, Small Town Service.

Innova Wealth Partners differentiates itself in four distinct areas.

The Benefits of Our Approach

Our holistic financial planning approach offers numerous benefits to our clients. By considering all aspects of your financial life, we can help you achieve a more comprehensive and effective financial plan. This approach allows us to identify areas for improvement and create a personalized plan that aligns with your financial goals and personal values. With our holistic approach, you can expect to experience improved financial decision-making, increased financial stability, and a better alignment of your financial goals with your personal aspirations. Embracing holistic financial planning means looking at the bigger picture, ensuring that every financial element works in harmony to support your overall financial well-being.

Service

By addressing the entirety of one's financial picture, we can provide holistic recommendations that take into account every aspect of our clients' finances. At the core of a good relationship is a mutual understanding and respect that comes from listening to one another and working together to reach goals.

Transparency

Our business model puts your interests first! As such, our fee structure is built on fee-for-service instead of commissions, which means that if your money grows then so does our compensation. Conversely, if your money decreases, then so too does our compensation. By aligning our interests together, we harmoniously optimize the potential of our partnership for all parties.

Our holistic financial planners will work with you to understand your current financial situation, goals, and aspirations. Our compensation structure is designed on the principles of transparency, where fees are clearly identified on statements, enhancing communication, and generating potential tax savings.

Holistic Financial Planning

Understanding a client's entire financial picture prior to making recommendations is a pillar of the Innova process., ensuring that we create a holistic plan tailored to your needs.

Our professionals are well-versed in income tax, insurance, and investments, so that we can provide comprehensive solutions to address your specific needs. Understanding the particularities of your situation can only be achieved by listening attentively, keeping good notes, and asking the right questions. By doing so, we ensure that we have addressed all your financial planning needs and will continue to work with you as these needs evolve

Professionalism, Performance, & Creativity in Investment Management

We combine our work ethic, dedication to customer service, knowledge base, and creative approaches to fully address your needs, while striving to consistently deliver a client experience worthy of your confidence.

Planning for Your Future

Planning for your future is a crucial step in achieving financial success. A holistic financial planner will work with you to create a comprehensive plan that considers all aspects of your financial life, including retirement planning, investment management, and more. By planning for your future, you can expect to experience increased financial stability, improved financial decision-making, and a better alignment of your financial goals with your personal aspirations. A holistic financial planner will help you navigate the complexities of financial planning and create a personalized plan that meets your unique needs and helps you achieve your financial goals. Whether it’s preparing for retirement, managing investments, or planning for major life events, our holistic approach ensures that your financial future is secure and aligned with your personal aspirations.