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
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
View all articles 
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
View all calculators 
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.

