Innovative Wealth Management, LLC

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Innovative Wealth Management, LLC A firm created to make lives easier... Give us a call today and find out how we do things differently Give us a call or stop in to see what makes us different.

At Innovative Wealth Management, LLC, our goal is to make our clients feel like family. We work with clients to identify where they are versus where they would like to be in the future. Taking into consideration all the components of wealth management; investments, financial planning, tax planning and estate planning. We evaluate our clients’ life needs and financial goals and execute strategies to achieve their specific goals: whether it is to grow and protect their wealth, or to seek strategies to transfer wealth to their family. See you soon.

🐷💰 Every Penny Counts When It Comes to Saving! 💰🐷Stop by and check out the pumpkin Noah painted for LACES.🎃
10/12/2026

🐷💰 Every Penny Counts When It Comes to Saving! 💰🐷

Stop by and check out the pumpkin Noah painted for LACES.🎃

Innovative takes on Chicago! 🌆Zak was invited to speak to advisors at Morningstar's Due Diligence Meeting this morning....
10/08/2026

Innovative takes on Chicago! 🌆

Zak was invited to speak to advisors at Morningstar's Due Diligence Meeting this morning. He answered questions about our business, our approach, and what makes our firm unique, while sharing some of the lessons and advice he's picked up along the way.

Way to go, Zak! 👏

🎉 Happy Homecoming! 🎉Grab a bag of popcorn and come cheer on the J-Hawks tonight! 🍿🏈
09/25/2026

🎉 Happy Homecoming! 🎉

Grab a bag of popcorn and come cheer on the J-Hawks tonight! 🍿🏈

09/24/2026
🍂 Fall has officially arrived at Innovative! 🍁We’ve got the fall vibes going in both our Wealth & Tax offices - plus a n...
09/22/2026

🍂 Fall has officially arrived at Innovative! 🍁

We’ve got the fall vibes going in both our Wealth & Tax offices - plus a new addition in the Tax office! 💡

Big thanks to Signs and More for our new lightbulb. We love it!

Happy first day of fall! 🍂

🇺🇸 Remember. Honor. Unite. 🇺🇸25 years later, we pause today to remember the lives lost, honor the heroes, and continue t...
09/11/2026

🇺🇸 Remember. Honor. Unite. 🇺🇸

25 years later, we pause today to remember the lives lost, honor the heroes, and continue to choose kindness.

Happy Labor Day!We hope you get to slow down, enjoy some sunshine, and spend time with the people who matter most.Our of...
09/07/2026

Happy Labor Day!

We hope you get to slow down, enjoy some sunshine, and spend time with the people who matter most.

Our office is closed today in observance of the holiday.

Have a great day!

– Team Innovative

🎉 Happy Birthday, Zak! 🎉A great leader, a big thinker, and someone who never fails to make us laugh. We’re lucky to have...
09/03/2026

🎉 Happy Birthday, Zak! 🎉

A great leader, a big thinker, and someone who never fails to make us laugh. We’re lucky to have someone who pushes us to be better, encourages us to think differently, and always knows how to keep things fun.

We appreciate all that you do and hope you have an awesome birthday! You deserve it! 🥳🎂

Help us wish Zak a Happy Birthday!

🎉 Happy Birthday, Noah Pettinger ! 🎉Today we’re celebrating Noah! We’re so glad you’re part of Innovative and that you’v...
08/24/2026

🎉 Happy Birthday, Noah Pettinger ! 🎉

Today we’re celebrating Noah! We’re so glad you’re part of Innovative and that you’ve been such a great addition to our team.

We’re excited to see you continue to grow, take on new challenges, and see where this next year takes you. We have no doubt there are some great things ahead!

Hope you have the best birthday, Noah! 🥳🎂

🎉 Birthday Mood 🎉If you’ve been in the tax office, chances are you’ve seen the organization and attention to detail Kare...
08/12/2026

🎉 Birthday Mood 🎉

If you’ve been in the tax office, chances are you’ve seen the organization and attention to detail Karen brings to our team! Since joining our tax team, she has brought great energy, thoughtful ideas, and a fresh perspective that we truly appreciate.

Today, we’re celebrating Karen! 🥳 Thank you for being such a great addition to Team Innovative - we hope you have the best day!

Happy Birthday, Karen Franzen! 🎂🎉

Address

960 6th Street Suite #1 PO Box 676
Jesup, IA
50648

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm

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