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

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Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Charles Roe |
Categories
Finance
Investments
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for example: “Stocks Hit Record Highs. What’s Behind the Rally.” 1 All-time highs have an interesting effect on investor behavior and psychology. Many investors can feel a nagging voice that whispers "wait for a better entry point" when markets are climbing. It's human nature to want to buy low and...
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The New Face of Fraud: How AI Is Changing the Scam Game

Charles Roe |
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has supercharged scammers' abilities. Now they can use AI to copy voices with just...

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Charles Roe |
Categories
Retirement
Investments
Savings
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of Americans have spring cleaning on their radar this year. 1 While most focus on the physical space, spring is also a great time to get your financial house in order. Refreshing your financial habits can reduce stress, provide structure, and uncover new opportunities to save money...