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Innovative Wealth Team

EST. AUM
$700,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Nashville
CRD Number
Website askiwt.com
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Overview

Innovative Wealth Team is a client-focused wealth management firm that delivers personalized financial planning and advisory services across the United States. Headquartered in the U.S. with a nationally distributed team of financial professionals, the firm provides goal-oriented guidance tailored to individuals, families, and households. Founded by industry veteran Brian Heapps, Innovative Wealth Team distinguishes itself through a service-first philosophy, employing salaried advisors who are incentivized to offer objective financial advice rather than promote financial products. The firm specializes in building long-term relationships by aligning financial strategies with each client’s evolving needs and values.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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