Innovia Wealth

Innovia Wealth is a boutique wealth management firm based in Grand Rapids, Michigan. Founded in 2007, the company employs 30 people. Innovia Wealth specializes in providing expert financial advice and individualized recommendations to clients, particularly privately held business owners. Their services encompass a wide range of areas, including financial planning, tax management, legal and estate considerations, and succession planning. The firm helps business owners navigate the complexities of selling their companies, ensuring strategies align with their financial goals. The company distinguishes itself through its team-based approach, drawing on diverse perspectives and expertise from professionals with credentials such as JDs, CPAs, MBAs, CFP®s, CLU®s, and ChFC®s. This multi-disciplinary approach aims to deliver holistic solutions and optimize clients' resources by synchronizing various financial plans. To learn more about Innovia Wealth and its services, visit their website at innoviawealth.com.