Innovative Wealth Strategists

Innovative Wealth Strategists

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Innovative Wealth Strategists provides thoughtful financial guidance focused on long‑term planning and helping clients navigate important financial decisions.

WHAT WE DO:

Innovative Wealth Strategists is a comprehensive wealth management firm that provides services in retirement planning, tax management, estate planning, investment management, and college funding. The financial consultants with Innovative Wealth Strategists are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investme

03/08/2021

Congratulations to one of our favorite clients, Terry Himes, for his contribution to the Perseverance Rover’s landing on Mars:

Beat Zoom Fatigue With These 6 Tips 10/07/2020

These 6 tips will keep you zooming like a pro throughout your workday:

Beat Zoom Fatigue With These 6 Tips Do you audibly sigh every time you have to log on to what feels like your thousandth Zoom meeting of the day? That's Zoom fatigue. Learn how to overcome it with these 6 tips.

Music’s Powerful Impact on the Brain Explored 08/26/2020

Whether you're singing, dancing, or listening to your favorite playlist, music is good for your mind and your body.

Music’s Powerful Impact on the Brain Explored A new report from AARP’s Global Council on Brain Health shows that singing, dancing and playing music are good for fighting loneliness and improving mood and memory.

How to Think About the Coronavirus Pandemic: The Big Picture 03/18/2020

Having trouble sorting through all the news surrounding the coronavirus and the markets? Commonwealth CIO Brad McMillan takes a look at the big picture:

How to Think About the Coronavirus Pandemic: The Big Picture How do we make sense of all the information about the coronavirus? Commonwealth CIO Brad McMillan has developed a framework to help see the big picture.

Reassessing the Coronavirus Risk 02/28/2020

Very interesting chart on historical viral outbreaks:

Reassessing the Coronavirus Risk Is it time to reassess the coronavirus risk? Commonwealth CIO Brad McMillan evaluates the latest information to estimate the economic impact.

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Location

Address

Los Angeles, CA

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 12:30pm