Innovia Wealth Email Formats
Financial Services • 
Grand Rapids, Michigan, United States • 21-50 Employees
Innovia Wealth Email Formats
Innovia Wealth uses 4 email formats. The most common is {first initial} (e.g., j@innoviawealth.com), used 69% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@innoviawealth.com | 72.4% |
{first name} | john@innoviawealth.com | 20.7% |
{first initial}{last name} | jdoe@innoviawealth.com | 6.9% |
Key Contacts at Innovia Wealth
Aaron Veldheer
Managing Director – Chief Investment Officer
Connor Mcdevitt
Director Of Retirement Plan Services
Alex Timmer
Director Of Client Services
Marleigh Plachecki
Director Of Finance And Human Resources
Company overview
| Headquarters | 171 Monroe Ave NW, Suite 800, Grand Rapids, Michigan 49503, US |
| Phone number | +18479059442 |
| Website | |
| NAICS | 52 |
| Keywords | Private Wealth Management, Insurance Solutions, Business Succession Planning, Financial Planning, Estate Planning, Tax Management, Retirement Plan Services, Multi-Family Office Services |
| Founded | 2007 |
| Employees | 21-50 |
| Socials |
About Innovia Wealth
Innovia Wealth was founded as a boutique wealth management firm in 2007, with the mission of providing expert advice and individualized recommendations built on deep personal relationships. In other words, to provide clients with a better wealth management experience. Building on that legacy, Innovia Wealth uses a team-based approach based on diverse perspectives. The firm's wide-ranging expertise in financial planning, tax management, legal and estate considerations provide multiple angles to view opportunities available to clients. Because each team member looks at an opportunity through a different lens, the recommendations we provide deliver holistic solutions. A multi-disciplinary approach also helps to synchronize the many plans that our clients’ lawyers, accountants, insurance providers, and bankers recommend. Lastly, a comprehensive view ensures no “financial leakage,” consistently optimizing our clients’ resources. Optimization is an ongoing process while our team executes, monitors, and iterates on our clients’ behalf. The current team is comprised of experts with a wide range of credentials, including JDs, CPAs, MBAs, CFP®s, CLU®s, ChFC®s, and other designations that ensure the diverse skill sets required to serve clients' needs are addressed. Innovia Wealth is particularly adept at meeting the needs of privately held business owners. We believe entrepreneurs are the backbone of our economy, and for that reason, we have dedicated our professional lives to helping business owners and their families. We provide strategies and implementations to assist entrepreneurs in succession planning. When a business owner considers the sale of his or her company, they turn to us to help create strategies that align with their financial goals, at a time when everything is at stake. As a Registered Investment Advisory (RIA) firm, Innovia Wealth’s professionals act in a fiduciary capacity, meaning we put our clients' interests first, always.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Innovia Wealth has 21 employees across 4 departments.
Departments
Number of employees
Funding Data
Innovia Wealth has never raised funding before.
Innovia Wealth Tech Stack
Discover the technologies and tools that power Innovia Wealth's digital infrastructure, from frameworks to analytics platforms.
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United Kingdom
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Frequently asked questions
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