Different isn’t always better, but better will always be different.
Highly specialized advice for the successful, modern-day business owner.
Harness the Power of a Family Office
You work hard for your money. Your team of professionals should work hard for you.
As a family office, we provide comprehensive planning for your business, taxes, estate, wealth, and risk management all under one roof. We are a one-stop shop for the busy entrepreneur.
Our team consists of wealth planners, CPAs, attorneys, and other tax planning specialists who all work together with one goal in mind: Providing our successful business owner clients the best-in-class comprehensive planning.
Having all of your professionals working on the same side of the table not only simplifies your financial life but allows us to bring you much more proactive and holistic advice.
Other wealth advisors pay lip service to holistic planning. We live it.
Combining advisory services and proactive planning with a Virtual Family Office experience.
We recognize that our best clients want PROACTIVE and HOLISTIC planning.
That is why at Wealth Innovation Group we have upgraded to a 21st century business model based on forward thinking advice and supported by a Virtual Family Office of experts.
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Understand & prioritize needs
Address biggest problems
Achieve most important goals
Meet Our Team
Your investment research headquarters dedicated to providing market insights, data analytics and quantitative portfolio management.
Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.