We’re thrilled to announce that Greg Bosch, CFA, CAIA has joined Innovia Wealth as our new Chief Investment Officer! Greg brings over 25 years of experience in wealth management and investment strategy, making him a key addition to our team. His extensive background in portfolio management, research, and investment analysis aligns with our mission of delivering thoughtful, customized solutions to our clients. Join us in welcoming Greg to the Innovia Wealth team!
Innovia Wealth
金融服务
Grand Rapids，Michigan 450 位关注者
Crafting Innovative Strategies to Fulfill Your Financial Dreams.
关于我们
Innovia Wealth was founded as a boutique wealth management firm in 2007, with the mission of providing expert advice and individualized recommendations built on deep personal relationships. In other words, to provide clients with a better wealth management experience. Building on that legacy, Innovia Wealth uses a team-based approach based on diverse perspectives. The firm's wide-ranging expertise in financial planning, tax management, legal and estate considerations provide multiple angles to view opportunities available to clients. Because each team member looks at an opportunity through a different lens, the recommendations we provide deliver holistic solutions. A multi-disciplinary approach also helps to synchronize the many plans that our clients’ lawyers, accountants, insurance providers, and bankers recommend. Lastly, a comprehensive view ensures no “financial leakage,” consistently optimizing our clients’ resources. Optimization is an ongoing process while our team executes, monitors, and iterates on our clients’ behalf. The current team is comprised of experts with a wide range of credentials, including JDs, CPAs, MBAs, CFP?s, CLU?s, ChFC?s, and other designations that ensure the diverse skill sets required to serve clients' needs are addressed. Innovia Wealth is particularly adept at meeting the needs of privately held business owners. We believe entrepreneurs are the backbone of our economy, and for that reason, we have dedicated our professional lives to helping business owners and their families. We provide strategies and implementations to assist entrepreneurs in succession planning. When a business owner considers the sale of his or her company, they turn to us to help create strategies that align with their financial goals, at a time when everything is at stake. As a Registered Investment Advisory (RIA) firm, Innovia Wealth’s professionals act in a fiduciary capacity, meaning we put our clients' interests first, always.
- 网站
-
www.InnoviaWealth.com
Innovia Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Grand Rapids，Michigan
- 类型
- 私人持股
- 创立
- 2007
- 领域
- Financial Planning、Private Wealth Management、Retirement Plan Services、Estate Planning、Insurance Solutions、Business Succession Planning、Tax Management和Multi-Family Office Services
地点
Innovia Wealth员工
动态
-
At Innovia Wealth, we believe in the power of community and making a difference outside of the office. Recently, our team had the opportunity to volunteer with Feeding America, where we came together to package 4,072 pounds of pasta! It was a rewarding experience to contribute to the fight against hunger and support those in need. We’re proud to partner with organizations like Feeding America, whose mission aligns with our core values. A big thank you to everyone who participated and to Feeding America for the opportunity to serve.?
-
-
Happy National 401(k) Day! ?? National 401(k) Day, celebrated each year on the Friday after Labor Day, is a great time to consider your retirement savings and make sure you’re on the right track. We all have our own vision of the perfect retirement- traveling, hobbies, family- and to make these dreams a reality, it’s crucial to understand your retirement plan. - According to the Federal Reserve's 2023 Report on the Economic Well-Being of U.S. Households, approximately 25% of non-retirees have no retirement savings at all. - The Employee Benefit Research Institute’s (EBRI) 2023 Retirement Confidence Survey found that only 64% of workers are somewhat confident they will have enough money to retire comfortably, with just 24% feeling very confident. - The National Institute on Retirement Security (NIRS) reports that nearly 40 million households have no retirement savings, and the average retirement savings gap (the amount needed versus what is actually saved) is over $4 trillion. The dedicated Retirement Plan Services team at Innovia Wealth is here to help review your company plan, as well as individual employee accounts. Don’t let another day go by without taking action towards your goals. Your future self will thank you for the steps you take today to secure your retirement.
Retirement Plan Services | Grand Rapids, MI | Chicago, IL
https://innoviawealth.com
-
We're #hiring a new Client Services Advisor in Grand Rapids, Michigan. Apply today if you're interested in becoming a part of our team!
-
We're #hiring a new Director of Investments in Grand Rapids, Michigan. If you or anybody you know might be interested be sure to reach out or apply!