Innovia Wealth

Directions Website

Innovia Wealth 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.

10/16/2026

Trump Accounts may create a new planning opportunity for families thinking about generational wealth. But the value of that opportunity will depend on the decisions made along the way.

Drew Boatright, CFP®, CAIA walks through one potential long-term strategy, from contributing early to considering a future Roth conversion, and explains why time and thoughtful tax planning can have a meaningful impact over decades.

Interest rates moved higher in September, creating a different set of considerations for investors and business owners.I...
10/08/2026

Interest rates moved higher in September, creating a different set of considerations for investors and business owners.

In our October Market Analysis, we look at what drove long-term rates higher, how markets responded, and what entrepreneurs may want to consider as borrowing costs remain elevated.

Read: https://innoviawealth.com/insights/october-market-analysis26

We often see entrepreneurs evaluate PPLI after a liquidity event. Tax features draw attention, but the planning conversa...
09/23/2026

We often see entrepreneurs evaluate PPLI after a liquidity event. Tax features draw attention, but the planning conversation usually goes further. Liquidity needs, concentrated equity, estate‑planning objectives, and long‑term flexibility can all influence whether the strategy merits deeper review.

Swipe to see five planning questions that frame the conversation.

Today we recognize the people whose hard work drives progress... entrepreneurs, founders, and the teams who support them...
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.

Summer is ending, but the market's biggest themes are not.Higher interest rates, AI-driven investment, and evolving expe...
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

08/24/2026

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.

Celebrating 10 years with John Vande Guchte, CPA, MST.Since joining Innovia in 2016, John has played an important role i...
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!

08/11/2026

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.

07/31/2026

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.

As our nation celebrates 250 years of independence, we're reminded that the American story has always been one of resili...
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.

Address

171 Monroe Avenue NW
Grand Rapids, MI
49503

Website

Alerts

Be the first to know and let us send you an email when Innovia Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category