Innovia Wealth is a boutique wealth management firm delivering personalized advice since 2007.
Our team-based, multidisciplinary approach helps clients navigate financial planning, tax, and estate strategies with confidence.
09/07/2026
Today we recognize the people whose hard work drives progress... entrepreneurs, founders, and the teams who support them.
Building something meaningful takes years of dedication, discipline, and perseverance. This Labor Day we celebrate what you've built and stand ready to help with what comes next.
Happy Labor Day from everyone at Innovia Wealth.
The best is yet to come.
09/04/2026
Summer is ending, but the market's biggest themes are not.
Higher interest rates, AI-driven investment, and evolving expectations for monetary policy continued to shape markets throughout August.
In our latest market analysis, we examine these trends and share our perspective on what investors should be watching as we move toward year-end.
https://innoviawealth.com/insights/september-2026-market-analysis
In Focus: The Unlimited Gift
When funding education for children or grandchildren, how you pay matters.
A simple distinction can have meaningful gift and estate tax planning implications.
In this edition of In Focus, John Vande Guchte, CPA, MST explains.
08/13/2026
Celebrating 10 years with John Vande Guchte, CPA, MST.
Since joining Innovia in 2016, John has played an important role in helping our firm grow while serving clients with care, expertise, and integrity.
Thank you for a decade of leadership, dedication, and trusted guidance.
Congratulations, John. The best is yet to come!
In Focus | Before the Exit: Why Timing Matters Long Before a Sale
Most business owners start thinking about a sale far later than they should.
In the this edition of In Focus, Aaron Veldheer discusses why timing matters and why some of the most important conversations happen years before an exit.
In Focus | The 140/40 Strategy: Harvesting Tax Losses in Rising Markets
Welcome to In Focus, a series exploring the ideas, strategies, and trends shaping today's wealth planning conversations.
In this edition, John Vande Guchte, CPA, MST, explains the 140/40 strategy and how this portfolio structure may create tax-loss harvesting opportunities during rising markets, highlighting why portfolio design, not just market performance, can influence tax outcomes.
Educational purposes only. Not investment, tax, or legal advice.
07/05/2026
As our nation celebrates 250 years of independence, we're reminded that the American story has always been one of resilience, innovation, and opportunity.
For generations, people have built businesses, supported their families, strengthened their communities, and created opportunities for those who follow.
It's a fitting reminder that the choices we make today can leave a lasting impact tomorrow.
We hope everyone had a safe and memorable Independence Day.
05/15/2026
Champions once again!
The Innovia team brought home the title at the 5th Annual Hoops & Handshakes tournament benefitting Special Olympics Michigan.
Great competition, great people, and an even greater cause.
05/08/2026
We’ve been named one of West Michigan’s Best & Brightest Companies to Work For in 2026!
A result of the team, the expectations we set, and the way we show up in the work.
The best is yet to come!
Award issued by the National Association for Business Resources based on employer survey criteria including workplace policies and employee feedback. The award is not indicative of Innovia Wealth’s investment performance, client experience, or future results.
04/23/2026
Innovia Wealth has been recognized by USA Today as one of its Best Financial Advisory Firms 2026.
The ranking is based on client and peer recommendations, along with sustained growth in assets under management.
This recognition reflects our continued focus on disciplined planning, fiduciary responsibility, and a long-term, client-centered approach.