Our clients can count on Innovative Investment Partners for customized investment solutions. We focus on delivering the best advice, technology, and solutions in the industry—all structured to meet the unique needs of our clients. Our team brings deep knowledge, understanding, and genuine enthusiasm to delivering on what matters most to our clients. We remain committed to a culture built on independence, integrity, professionalism, and support for clients and team members who comprise our firm.
At Innovative, our deep understanding of what clients seek in a wealth management relationship started when Kathie was a tax professional operating a successful tax and accounting practice. She began noticing a growing need for clients to receive financial advice that aligned with their tax situation and strategies. While her tax professional peers referred their clients to someone else, she recognized that this solution was not always in their overall best interest. Often, clients were placed in the wrong investments by advisors who either did not fully understand the implications or failed to consider the client’s complete financial situation.
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