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
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Calculating your potential Social Security benefit is a three-step process.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The item most homeowners forget on their home improvement project checklist is insurance.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are hundreds of ETFs available. Should you invest in them?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.