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Inovo Wealth Architects

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Firm Details

Metro area North Jersey
CRD Number 340777
Website inovowa.com
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Overview

Inovo Wealth Architects is an SEC-registered investment adviser serving individuals, business owners, corporations, retirement plans, trusts, estates and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, wealth management, retirement-plan consulting and sub-advisory services. Its planning work covers retirement, estate matters, tax coordination, insurance, cash flow, education funding, business succession and business exits. Client portfolios may combine equities, fixed income, funds and alternative investments according to individual objectives and risk profiles. Inovo operates independently as an adviser, while certain professionals are also registered representatives of LPL Financial, which provides brokerage, custody and administrative support for relevant client accounts.

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Address

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

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