We are Innovative Wealth Solutions, an independent wealth management and financial services firm based in Santa Rosa, California led by Allison Donecker. In everything we do, our greatest mission is to help clients take control of their financial lives and feel confident in their future. Offering a comprehensive range of services, we strive to develop personalized financial strategies that can grow with clients over the years as they navigate the many milestones of life.
As an independent firm, we aren’t tied to any proprietary products and don’t have any conflicts of interest. Serving objectively, we seek to instill confidence in our clients knowing that our advice and recommendations are unbiased and aligned with their unique needs. Rather than recommend generic strategies or model portfolios, we take the time to get to know each client on a personal level. We want to understand their financial situation, any gaps in their planning, what keeps them up at night, and how they envision their future. Only once we understand all elements of their financial picture do we create a customized strategy designed to address their concerns, goals, and needs.
With the support of our broker-dealer Centaurus Financial Inc., we have access to a number of services, tools, resources, and the latest market research. This allows us to offer our clients personalized strategies tailored to their individual goals, as well as a higher level of service. As a result, many of our clients stay with us for years, and we enjoy building relationships that span generations.
We understand how important it is to feel secure and confident with your finances. We aim to help you pursue this, serving as a knowledgeable guide on which you can rely for trusted advice and ongoing education. We work with a number of clients in the greater San Francisco and Sacramento areas and welcome the opportunity to meet you and learn more about your financial concerns.