Investment Management

We are independent financial advisors helping investors navigate the volatile waters of the market

Let our experience with tax advanced investing help you keep the money you worked so hard to earn

What is in a word?

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. Innovative our practice with traditional relationships:  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.