Investments
Retirement
Estate
Insurance
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
Helpful Content
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
View all articles 
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
View all calculators 
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Surprises
Making the most of surprises is a great reason to work with us.

