WEALTH INNOVATIONS

Wealth Innovations, LLC is an independent, fee-based financial advisory firm. Our independence allows us to represent the whole universe of investment and insurance products. We diligently adhere to the fiduciary standard and have done so since our inception. This means that legally we must disclose conflicts of interest and are required to make recommendations that are in the best interest of our clients. We aren't incentivized to offer one solution over another as is often the case in many big brand-name firms. Our personalized service model and state-of-the-art technology keep our clients informed and up-to-date with their finances and investments... Wealth Innovations, LLC creates and manages customized investment portfolios for its clients. We believe that the market's performance over the long run will be positive but in short periods of time can produce a variety..... Depending on the complexities of our client's financial situation, we meet anywhere from 2-4 times a year...

Also known as: Wealth Innovations, LLC

Primary location: Plantation United States