We forgo model portfolios and instead build a customized portfolio that complements your other planning concerns.Learn More
Whether it is five or twenty years away, it’s important to plan ahead for retirement. We can help you start the process.Learn More
Leaving a legacy to your family and heirs can be complicated and confusing. Let us help you navigate the steps.Learn More
Insurance is an important part of a complete financial strategy. We help determine if your bases are covered.Learn More
Wealth Management & Financial Services in Santa Rosa, California
Wherever you are in life, you likely have financial goals but are uncertain how to pursue them. How can you build your wealth without taking too much risk? Can you afford to send your child to college and save for retirement simultaneously? How can you pay off debt while maintaining a healthy cash flow?
At Innovative Wealth Solutions, we understand how overwhelming investing and wealth management can seem if you aren’t intimately familiar with the options available and the opportunities most suited for your situation. Our mission is to serve as a trusted guide, offering advice and education aimed to help you not only pursue your objectives, but also feel empowered to confidently make decisions and stay on the right track as you experience life’s many milestones.
We work with clients in all stages of wealth, from Millennials just launching their careers and growing families to seasoned professionals and retired couples. Wherever you are on your financial path, we can help you stay on track and pursue your goals. Based in Santa Rosa, California we work with clients throughout northern California, including the greater San Francisco and Sacramento areas, as well as Oregon, Florida, Minnesota, and Georgia. Contact us today to take the first step on your financial path.Contact Us
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Understanding the economy's cycles can help put current business conditions in better perspective.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Why are 401(k) plans, annuities, and IRAs so popular?