Innovative Wealth Management

Innovative Wealth Management Innovative Wealth Management is a holistic planning & wealth management firm located in Fairfield County, Connecticut.

Innovative Wealth Management is a Holistic Wealth Management firm specializing in:

Comprehensive Medicare Planning
Social Security Claiming Strategies
Estate & Legacy Planning
Retirement Income Generation
Portfolio Management
Fee Based Financial Planning Innovative Wealth Management was created with the sole purpose of being a premier one-stop-shop for consumers when it comes to Comprehensive Med

icare Planning, Social Security Claiming Strategies, Estate & Legacy Planning, Retirement Income Generation, Portfolio Management and Fee Based Financial Planning. Innovative Wealth Management was born through a strategic partnership of Vincent Farasciano and Tyler Rees, Josh Benson and Ryan Strathmeyer of Innovative Financial Group located in Wilmington, North Carolina. Innovative Financial Group is one of the nation's fastest growing independent distributors of life and health insurance products, having over 7,000 independent insurance producers covering all 50 states. Innovative Financial Group was just included on the 2020 INC. 5000 Prestige List, ranking as one of the nation's fastest-growing private companies. For more information on Innovative Financial Group, visit www.teamifg.com.

01/20/2022

This FREE Guide reveals the 5 options to bring your zombie plans back to life!

01/13/2022

This FREE Guide reveals the 5 options to bring your zombie plans back to life!

01/06/2022

This FREE Guide reveals the 5 options to bring your zombie plans back to life!

12/30/2021

This FREE Guide reveals the 5 options to revive your old zombie plans!

LAST CALL!!
10/15/2021

LAST CALL!!

Not sure about your Medicare? Here's what to do.

You're running out of time to choose your 2022 Medicare Plan
10/08/2021

You're running out of time to choose your 2022 Medicare Plan

Medicare is confusing — get the answers you need 1:1

Don't choose a 2022 Medicare Plan without advice!
10/01/2021

Don't choose a 2022 Medicare Plan without advice!

Get a FREE Medicare Optimization Session for answers

Confused about what Medicare Plan to choose for 2022?
09/24/2021

Confused about what Medicare Plan to choose for 2022?

Medicare is confusing — get the answers you need 1:1

Medicare Open Enrollment is around the corner. See what that means for you.
09/24/2021

Medicare Open Enrollment is around the corner. See what that means for you.

Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.

Bye Bye Social Security Income?
09/24/2021

Bye Bye Social Security Income?

If a reduction in Social Security benefits has you worried, strategizing multiple sources of income and planning ahead is key. Here are 5 ways to help fill the gap.

06/18/2021

If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.

06/18/2021

COVID-19 has changed much about our day-to-day routines. Because of this, there may be important changes to make to your insurance coverage in 2021.

Address

35 Nutmeg Drive Suite M275
Stratford, CT
06611

Telephone

+12036931172

Website

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