Innovative Wealth Strategists

Innovative Wealth Strategists 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

nt advisor. Member FINRA/SIPC. Innovative Wealth Strategists, 6767 Forest Lawn Drive, Suite 120, Los Angeles, CA 90068, 323.878.2500. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, FL, HI, IN, KY, NV, OK, OR, TX, UT, or WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

03/08/2021

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

A shout-out to all our JPL/NASA clients. Congratulations on the successful landing of the Perseverance Rover on Mars!
03/05/2021

A shout-out to all our JPL/NASA clients. Congratulations on the successful landing of the Perseverance Rover on Mars!

NASA's Mars 2020 Perseverance mission captured thrilling footage of its rover landing in Mars' Jezero Crater on Feb. 18, 2021. The real footage in this vide...

These 6 tips will keep you zooming like a pro throughout your workday:
10/07/2020

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

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.

Home sweet home can have its disadvantages in retirement:
09/30/2020

Home sweet home can have its disadvantages in retirement:

What to keep in mind before committing to staying where you are

Your financial advisor can help you manage more than just your money:
09/09/2020

Your financial advisor can help you manage more than just your money:

As Americans re-evaluate their finances, they may not be opening up about all their worries. They should.

Whether you're singing, dancing, or listening to your favorite playlist, music is good for your mind and your body.
08/26/2020

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

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.

Four questions to ask yourself about your financial planning during the pandemic:
04/22/2020

Four questions to ask yourself about your financial planning during the pandemic:

Because aging resiliently requires planning ahead.

A practical article on coping with fear in a crisis:
03/31/2020

A practical article on coping with fear in a crisis:

A framework for getting yourself out of survival mode.

Having trouble sorting through all the news surrounding the coronavirus and the markets? Commonwealth CIO Brad McMillan ...
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 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.

Very interesting chart on historical viral outbreaks:
02/28/2020

Very interesting chart on historical viral outbreaks:

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

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

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