Innovative Wealth Management is an independent, fee-only financial advisory firm that acts as a fiduciary for its clients, meaning it is legally obligated to act in their best interests. The firm specializes in creating customized financial plans and managing investment portfolios to help clients achieve their long-term goals, such as retirement, estate planning, and wealth accumulation. Founded by Scott D. Maxwell, the company emphasizes a disciplined, evidence-based investment philosophy and personalized client relationships.

Founded in

United States