The Innovest Global Wealth Way

The Innovest Global Wealth Way prioritizes three investment strategies that align your financial life with your actual life.

The Liquidity strategy prioritizes your life expenses, which are typically projected every three years. These include travel, vacations, country taxes, utility bills, hobby costs, and other lifestyle expenses.

This strategy eliminates emotions out of investing because it caters for those things that you need in the short-term

The longevity strategy prioritizes long-term necessities, such as saving for your children’s education, retirement, and any unforeseeable future expenses.

The Legacy approach focuses on needs other than your own to help improve and support the lives of people and causes that are important to you. For instance, to provide for your family and future generations, to support causes that enhance and fortify your community today and tomorrow, to help people experiencing poverty through charity donations and sponsorships, and for any other humanitarian reason.

At Innovest Global Wealth, we focus on making the three strategies work together throughout your life, so your money is spent with a “know where your money is and why” mindset.

We exclusively work with Mass Affluent investors, High Net Worth individuals, Ultra High Net Worth individuals, and Sophisticated or Restricted Investors, regardless of location.

Talk to us today so we can help you get started on the most important things to you now and in the future.