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
Mark E. Reinstein is the Founder of Innovative Investment Management. Specializing in working with high-net-worth individuals, he has more than 30 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 client 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.
Mark has earned FINRA licenses 4, 7, 24, 28, 63 and 66, along with his Securities Industries Essentials exam.
PAUL D. PIZZUTI, CFP®, MBA
O: (864) 977-8500
C: (864) 501-8954
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, while working with clients to create comprehensive financial plans and investment portfolios. Paul is in his tenth year in the industry, previously specializing in financial planning for pre-retirees and retirees at VALIC Financial Advisors, Inc.