Who We Are
Innovative Wealth Management is a holistic planning & wealth management firm located in Fairfield County, Connecticut.
Innovative Wealth Management was created with the sole purpose of being a premier one-stop-shop for consumers when it comes to Medicare planning, Social Security claiming strategies, Estate Planning and creating a reliable income stream clients won’t outlive. We tend to work with those who are in or approaching the retirement transition.
Innovative Wealth Management was born through a strategic partnership of Vincent Farasciano and Tyler Rees, Josh Benson and Ryan Strathmeyer of Innovative Financial Group located in Wilmington, North Carolina. Innovative Financial Group is one of the nation's fastest growing independent distributors of life and health insurance products, having over 9,000 independent insurance producers covering all 50 states. Innovative Financial Group was just included on the 2020 INC. 5000 Prestige List, ranking as one of the nation's fastest-growing private companies. For more information on Innovative Financial Group, visit www.teamifg.com.
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.