Innovative Wealth Management, LLC

Innovative Wealth Management, LLC A firm created to make lives easier... Give us a call today and find out how we do things differently Give us a call or stop in to see what makes us different.

At Innovative Wealth Management, LLC, our goal is to make our clients feel like family. We work with clients to identify where they are versus where they would like to be in the future. Taking into consideration all the components of wealth management; investments, financial planning, tax planning and estate planning. We evaluate our clients’ life needs and financial goals and execute strategies t

o achieve their specific goals: whether it is to grow and protect their wealth, or to seek strategies to transfer wealth to their family. See you soon.

🚨 BIG NEWS! 🚨Please join us in welcoming Noah Pettinger to the Innovative team! 👋Noah recently graduated from University...
06/03/2026

🚨 BIG NEWS! 🚨

Please join us in welcoming Noah Pettinger to the Innovative team! 👋

Noah recently graduated from University of Northern Iowa with a degree in Business Administration and Finance and is joining our Wealth Division. He brings a strong foundation of knowledge, a fresh perspective, and an enthusiasm for serving clients and our community.

We are excited to have Noah as part of the Innovative family and look forward to the contributions he'll make as he begins his career with our team.

Be sure to stop by and introduce yourself the next time you're in the office - we know you'll enjoy getting to know him as much as we have!

How cool are these?! Shoutout to Eric MacConnell for making these custom desk keepsakes for us! 👏They turned out great, ...
06/01/2026

How cool are these?! Shoutout to Eric MacConnell for making these custom desk keepsakes for us! 👏

They turned out great, and we're excited to have them around the office. Be sure to reach out to Eric for all your woodworking needs! 🔨✨

Good luck to the Jesup High School - Girls Golf team at the State Tournament today and tomorrow! ⛳️A special shoutout to...
05/28/2026

Good luck to the Jesup High School - Girls Golf team at the State Tournament today and tomorrow! ⛳️

A special shoutout to our very own “Coach Zak”!

Go J-Hawks!

In honor of Memorial Day, we pause to remember the brave men and women who made the ultimate sacrifice for our country. ...
05/25/2026

In honor of Memorial Day, we pause to remember the brave men and women who made the ultimate sacrifice for our country. 🇺🇸

Our office will be closed on Monday, May 25th, in observance of the holiday.

Wishing you a meaningful Memorial Day.

📢 Office Closed Innovative Tax Services will be closed today for staff training.Please call 319.449.6902 to leave a mess...
05/22/2026

📢 Office Closed

Innovative Tax Services will be closed today for staff training.

Please call 319.449.6902 to leave a message, and we will get back to you as soon as possible.

Thank you for understanding!

Congratulations to the Jesup Class of 2026! 🎓🎉Today marks the start of a new chapter, and we can’t wait to see all the a...
05/17/2026

Congratulations to the Jesup Class of 2026! 🎓🎉

Today marks the start of a new chapter, and we can’t wait to see all the amazing things ahead for you.

Best wishes from Team Innovative!

Happy Mother’s Day to all the incredible moms 💛– Team Innovative 💐
05/10/2026

Happy Mother’s Day to all the incredible moms 💛

– Team Innovative 💐

☕💆‍♀️ Mother’s Day Giveaway - CLOSED💐A Green Roast Cafe gift card for energy.A Revive Bodyworks gift card for some self-...
05/07/2026

☕💆‍♀️ Mother’s Day Giveaway - CLOSED💐

A Green Roast Cafe gift card for energy.
A Revive Bodyworks gift card for some self-care.
A bouquet from The Farmer’s Wife Back n’ Bloom to brighten her day.

One lucky mom gets all three. 💛

Tag a mom below to enter!

The winner will be announced on May 8th at 10:00 AM.

❗Our tax team is hiring ❗Looking to add a friendly, organized, and service-driven full-time team member to our front des...
05/04/2026

❗Our tax team is hiring ❗

Looking to add a friendly, organized, and service-driven full-time team member to our front desk!

This role is perfect for someone who enjoys working with people in a high-paced setting and keeping things running smoothly.

Responsibilities include:
• Providing top-tier customer service
• Greeting clients and creating a welcoming environment
• Answering phones and directing calls
• Scheduling appointments
• Following up with clients and assisting our team

Interested? Send your resume or questions to [email protected]

Last night was a great night at the Jesup Dollars For Scholars event! We’re grateful to be a part of such a special even...
05/01/2026

Last night was a great night at the Jesup Dollars For Scholars event! We’re grateful to be a part of such a special evening. We can’t wait to see all the amazing things the Class of 2026 will achieve! 🎓

Address

960 6th Street Suite #1 PO Box 676
Jesup, IA
50648

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4pm
Friday 7:30am - 3pm

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