Our Inception

Wealth Innovations, LLC was founded by a Father and Son team representing the second and third generations in the tax planning and insurance industries. Their 44 years of collective experience combined with a very high level of expertise allows them to successfully implement unique wealth creation and transfer strategies for their affluent clients.

Sea of Choices

It can be a daunting task to navigate through a confusing sea of choices in today's financial marketplace. We believe it is important for clients to work with a wealth planning firm that has the experience, proven track record, and out of the box style of thinking required to solve some of their most important financial and planning issues.

Success

The biggest hurdle to successful implementation of sound financial strategies can actually be the mindset of the typical financial advisor. Too many blindly stick to cookie cutter, old fashioned strategies. Unfortunately, this planning approach does not serve most clients' financial goals. Flexibility is required to combat the deleterious effects caused by the unprecedented financial market decline in 2008. Albert Einstein stated it best when he said "We can't solve problems by using the same kind of thinking we used when we created them."