Welcome to the Innova Family

Big City Expertise, Small Town Service

Welcome to the Innova Family

Big City Expertise, Small Town Service
350
in Managed Assets
400
Households Served
99
Retention Rate
Welcome to Innova Wealth Partners

We provide our clients with financial peace of mind through strong relationships, specialized products, and comprehensive planning with an emphasis on financial education

"Build. Protect. Prosper."

OUR SERVICES

INVESTMENTS

Investment Management. Innova Wealth Partners is licensed to work with a wide range of products, including stocks, ETFs, mutual funds, bonds, and insurance products.

Cash Flow Analysis. Successful financial planning begins with a budget and cash flow analysis to identify inefficiencies in your current profile.

Mortgages & Lending. Interest payments may be the number one expense for many households. Through established referral agreements, we can help you secure a competitive rate.

INSURANCE

Insurance. We offer a wide range of products from all major insurance agencies in the country.

Group Plans. From Company Pension Plans to Health Benefit Plans, we can help you customize the plan that is best for your organization.

PLANNING

Retirement Planning. We identify the rate of return needed to meet your retirement goals. With an exhaustive risk assessment, a retirement plan becomes the foundation of your investment strategy.

Tax Planning. Our tax strategy focuses on generating, maximizing, and recycling tax credits each year to boost your financial potential.

Estate Planning. Estate planning is an important step in ensuring that your wealth is preserved and disbursed according to your wishes, as efficiently as possible.

INVESTMENTS

Investment Management. Innova Wealth Partners is licensed to work with a wide range of products, including stocks, ETFs, mutual funds, bonds, and insurance products.
Cash Flow Analysis. Successful financial planning begins with a budget and cash flow analysis to identify inefficiencies in your current profile.
Mortgages & Lending. Interest payments may be the number one expense for many households. Through established referral agreements, we can help you secure a competitive rate.

INSURANCE

Insurance. We offer a wide range of products from all major insurance agencies in the country.
Group Plans. From Company Pension Plans to Health Benefit Plans, we can help you customize the plan that is best for your organization.

PLANNING

Retirement Planning. We identify the rate of return needed to meet your retirement goals. With an exhaustive risk assessment, a retirement plan becomes the foundation of your investment strategy.
Tax Planning. Our tax strategy focuses on generating, maximizing, and recycling tax credits each year to boost your financial potential.
Estate Planning. Estate planning is an important step in ensuring that your wealth is preserved and disbursed according to your wishes, as efficiently as possible.

Investment advisory services are offered through Innova Wealth Management, a trade name of Aligned Capital Partners Inc.

Our Wealthcare Process

We start with a comprehensive 360º financial health check-up. Based on your results, we apply our unique Wealthcare financial planning approach to help you achieve your goals.
Your Financial Life Cycle involves all stages of your life and is as unique to you as your fingerprint, so it’s important to work with an advisor who understands you and can ensure that your finances are managed with your particular needs in mind.

UNDERSTAND YOUR NEEDS & GOALS

We take a holistic approach combined with industry-leading tools to address the entirety of your financial picture, allowing us to provide well-rounded recommendations and solutions designed specifically for you.

GATHER INFORMATION & ANALYZE DATA

Innova Advisors create a plan with you. Our goal is to ensure that you understand your options and feel empowered to make the decisions that are right for you.

BUILD YOUR FINANCIAL PLAN

Your Financial Life Cycle involves all stages of your life and is as unique to you as your fingerprint, so it’s important to work with an advisor who understands you and can ensure that your finances are managed with your particular needs in mind.

UNDERSTAND YOUR NEEDS & GOALS

We take a holistic approach combined with industry-leading tools to address the entirety of your financial picture, allowing us to provide well-rounded recommendations and solutions designed specifically for you.

GATHER INFORMATION & ANALYZE DATA

Innova Advisors create a plan with you. Our goal is to ensure that you understand your options and feel empowered to make the decisions that are right for you.

BUILD YOUR FINANCIAL PLAN

In addition to the wealth management advice we provide, we work with a dedicated team of professional service providers. We tap into this pool as needed, to help you navigate even the most complex financial developments and implement the strategies outlined in your comprehensive plans.

IMPLEMENT FINANCIAL PLAN & STRATEGIES

Like a good family doctor, we get to know our clients intimately and understand their individual needs. We work with you to customize and tailor solutions that meet your goals.

DISCUSS & SUGGEST RECOMMENDATIONS

Like a good family doctor, we get to know our clients intimately and understand their individual needs. We work with you to customize and tailor solutions that meet your goals.

DISCUSS & SUGGEST RECOMMENDATIONS

In addition to the wealth management advice we provide, we work with a dedicated team of professional service providers. We tap into this pool as needed, to help you navigate even the most complex financial developments and implement the strategies outlined in your comprehensive plans.

IMPLEMENT FINANCIAL PLAN & STRATEGIES

Let's Meet!

At Innova Wealth Partners, our clients are like family

Get to know one of our advisors by booking a free discovery call. We look forward to meeting you!
  • Kelly Dussiaume
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  • Amanda Potts
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  • Toll-Free
    1-855-855-1213

Contact

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  • TOLL-FREE
    1-855-855-1213
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