Innovative Wealth Partners offers a full range of financial strategies that are tailored and customized for unique situations that clients face in their financial lives. We strive to truly be your trusted partner for financial success over time. We assist individuals, professionals, and business owners in pursuing their financial goals and wealth objectives.
We know that managing your wealth and planning for important goals like retirement, the sale of a business, or dealing with estate planning can be complex and time consuming, which is where we help. Sound decisions require extensive research, expertise, and coordination across multiple financial disciplines. Effective outcomes can benefit from a partner you can trust to bring the right experience and resources to the table as you pursue your individual goals.
With no proprietary product or quotas, our advisors offer access to a broad universe of products and services from different companies to meet unique client needs. Our infrastructure affords clients streamlined strategies with fewer administrative fees. You can feel confident that your consultant at Innovative Wealth Partners has the access to comprehensive research, infrastructure, and support systems that help manage your financial life.
We look forward to serving you over time and developing a high service relationship that is mutually beneficial.
Dan has been involved in the financial services industry since 2001. He possesses an in-depth knowledge of investments and insurance and has built a sound reputation for designing efficient wealth creation and protection strategies for clients.
As a broker, Dan has the flexibility to recommend and implement many financial strategies. Most of which are common and routine although some of which are unique and different from the industry. The model that he uses allows him to analyze almost every financial decision that a client could want to look into.
Dan's advice is grounded in a verifiable process based upon fundamental economic principles. His clients vary from someone new into the workforce all the way to businesses with hundreds of employees. He routinely works in conjunction with some of the regionís leading attorneys and accountants to provide complete strategies for his clients that integrate all aspects of their wealth management.
Dan is a graduate of Grace College and is a registered representative with LPL Financial and investment advisor representative with Stratos Wealth Partners. He regularly participates in workshops and study groups to stay on top of the changing economic landscape and wealth management trends and techniques.
He is active in his local community serving on several boards and always willing to help teach, mentor, or provide advice to those who need it. Dan and his family, Jillian and Grace, are charitably inclined and believe in treating others as they would want to be treated. One of his passions in life is to help others and his career allows him to fulfill this in many different ways.
Dan has surrounded himself with a team of associates that are capable of being an additional resource for his clients and himself in order to help compliment what he offers. His staff is trustworthy, respectful and competent at what they do and how they do it. They look forward to serving you at the next opportunity that presents itself.
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