Who We Are
At Innovative Wealth Management, we believe that financial planning is more than just numbers — it’s about people, families, and the legacies they leave behind. Founded by Vincent Farasciano, a seasoned financial advisor with over two decades of experience in retirement income planning, Medicare strategies, Social Security optimization, and estate planning, our firm exists to help individuals and families achieve financial confidence and clarity.
Vincent's journey began in the captive insurance world, where he served as a Unit Supervisor and Designated Principal at Bankers Life and Bankers Life Securities & Advisory. After nearly 17 years of guiding clients and mentoring agents, he launched Innovative Wealth Management to provide truly independent, client-first advice. Today, we’re proud to operate as fiduciaries — free from sales quotas or proprietary product limitations — focused solely on what’s best for you.
Our mission is to simplify the complex and help you make smart, strategic decisions that align with your values and goals. Whether you’re planning for retirement, protecting your estate, or navigating Medicare, we’re here to bring clarity, confidence, and a fresh perspective to every stage of your financial journey.
Here’s a Bit About the Beliefs that Define Our Approach
Taking Care of Your Wealth is a Personal Matter
By building a long-term relationship together, we’re able to provide individuals & families with personalized solutions & compassionate support that extends beyond financial services. If you need a hand, we’re always here for you.
Integrity is the Foundation of Our Work
You and your wealth deserve nothing short of transparency and the kind of morality that your own homegrown values are also built upon. Our clients have a greater sense of ease knowing that their wealth is looked after and can trust that we’ll tend to it like it’s our own.
Cookie-Cutter Solutions Don’t Cut it Here
By truly understanding you and your needs, we create custom-made strategies that are fit for your particular circumstances. We believe this is the most effective way to support and protect you and the ones you love.
