WE ARE INNOVATIVE INVESTMENT MANAGEMENT
We use the name Innovative Investment Management carefully. We understand the excitement and concern of the day and commit our clients to a disciplined approach. We are fiduciaries and build our investment plans to your family’s unique situation with your best interest in mind. In order to produce comprehensive investment solutions, we identify the underlying issues, develop multiple scenarios recognizing the timing and taxable impact of each path, then implement the plan based on your current goals and objectives. Innovative Investment Management offers financial strategies that are multi-disciplined by design.
IT TAKES A TEAM
Your financial professionals should work as a team to encourage advantageous investments and develop strategies intended to maximize gains and minimize taxes. We are fully capable of helping you create a tax advantaged portfolio. We also can collaborate with your personal tax (CPA) and legal counsel, as appropriate, or connect you with our network of tax and legal professionals to develop innovative investment strategies that are consistent with your investment parameters yet promote tax efficiency.
MARK E. REINSTEIN
Founder, Investment Advisor
O: (864) 551-2776
C: (678) 362-0730
[email protected]
Mark Reinstein is the Founder of Innovative Investment Management. Specializing in working with high-net-worth individuals, he has more than 35 years of experience helping clients build and maintain their wealth. His day-to-day focus is working hand-in-hand with his clients to create customized investment portfolios. Mark previously served as president of the firm he built from the ground up, Colony Park Financial, which he successfully merged into another company.
PAUL D. PIZZUTI, CFP®, MBA
Financial Advisor
O: (864) 977-8500
C: (864) 501-8954
[email protected]
Paul Pizzuti is a CERTIFIED FINANCIAL PLANNER™ professional with a disciplined approach to improve financial outcomes for his clients. He provides services to families, individuals, and business owners, specializing in the construction of comprehensive financial plans and investment portfolios. Paul has served for over a decade in the financial services and investment industry, and he began his career specializing in retirement services and financial planning with AIG/VALIC.