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What Makes Us Different

Innovative Wealth Strategists is an independent financial services firm that partners with clients to pursue their most important values and goals. We like to think of ourselves as financial navigators helping you chart a course to your ultimate destination with an eye toward making the journey enjoyable, safer, and more efficient.

We Are Independent: Being independent means we sit on the same side of the table as our clients. This along with providing fee-based advice allows us to avoid any conflicts of interest and use the best possible solutions for your financial plan. We pledge to be transparent and completely objective in all aspects of our relationship, disclosing our fees and providing trustworthy advice.

We Look Out for You: In a market that is rapidly changing and increasingly complex, Innovative Wealth Strategists is a constant. We take pride in our ability to come up with creative and practical strategies to pursue your goals and protect your wealth. Continuous monitoring and frequent communication helps ensure that you stay on track.

We Think Innovatively:
We take pride in our ability to come up with unique, out-of-the-box strategies to pursue our clients’ goals. The ability to customize our approach helps clients avoid costly mistakes and allows them to pursue their goals more effectively. This results in less financial stress and a sense of control.

We Communicate Clearly:
We are experts at simplifying complex issues so clients can make informed decisions and take action confidently.

Innovative Wealth Strategists i
s committed to your long-term financial future, uncompromising ethics, and a high level of service. We believe: Better Solutions, Better Results.

Five Star Professional Wealth Manager 2016:
Based on 10 objective eligibility & evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory & complaint history, accepts new clients, client retention rates, client assets administered, education & professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit

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This communication strictly intended for individuals residing in the states of AK,CA,CO,CT,FL,HI,IN,NV,TN,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
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