Innova Wealth, LLC

Innova Wealth, LLC was established to help simplify our clients’ financial lives, and to help achieve their dreams and goals leading up to and in retirement. We are a group of CPAs and wealth advisors with a history of delivering sound financial and tax guidance to our clients. As a Registered Investment Advisory firm, we are independent of any proprietary products. This means that our fiduciary responsibility is only to you, our client. In addition, we bring an innovative model to wealth management that involves a 360 degree view of all aspects of our clients’ financial picture. More importantly, we accomplish this by opening the lines of communication with our clients’ key advisors: CPA, Attorney, and Insurance Agent.

Our Philosophy

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2nd Opinion

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Commentary

You know how life tends to throw in a few plot twists? They don't ask if you're ready. They just show up—with potential financial consequences tagging along. A layoff. A diagnosis. A parent who needs help. These moments don't come with instruction manuals. But they do come with price tags, deadlines, and decisions that can echo for years. The good news? You don't have to wait until you're standing in the middle of a crossroad...
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the board. And yet, as we close out December, the real story isn't about what the markets did. It's about how we responded. 2025 Market Volatility: A Year in Review Even those who tried to tune out the noise found it crashing through anyway: The Spring Selloff...