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INNOVATIVE WEALTH

MANAGEMENT, LLC

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IT'S TIME
ABOUT
FINANCIAL AND TAX PLANNING

YOU THINK

DIFFERENTLY

INNOVATIVE WEALTH MANAGEMENT, LLC

A firm that was created looking at every individual's situation today with tomorrow in mind.

Realizing every person is different, financial and tax plans are tailored to each client.

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UNDER ONE ROOF PLANNING

Tax Planning and Financial Planning should happen together; proactively

Time to experience a different approach and give your finances a second opinion.

Zak & Kim meeting on how our team can partner with Jesup CAPS

Jesup Chamber -Holiday Hoopla 2019

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Kimberly and Rick - Special Olympics 2017

Ben presenting tax law updates

2019 Farmers Day Parade float

Investing 101 at the Public Library

Investment Principals at Jesup Schools

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Zak and Em - Team Captain for EM's Coffee - Dear friend

Innovative helping out with Real Life Academy at Jesup HS

Zak and Kimberly and their families

Community Workshop on the basics of saving

Bell ringing for Buchanan County

The Knutson's celebrating 1 year in business

Providing school supplies for Jesup Schools - Partnered with FSB

Community Workshop on Tax Reform

Zak and Justin at 2017 Special Olympics

Never afraid to dress up for a cause

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CONTACT US

For any inquiries, please call or email us:

319.449.6900 | hello@myinnovativewealth.com

our address

960 6th Street, Suite 1
Jesup, IA 50648
hello@myinnovativewealth.com

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