Hello, I'm Steve. After 10 years with large Wall Street firms I decided I didn't like the way they business. Ever felt like you were just a number, paying too much in fees, getting sold stuff you didn't need... well you were right! I created a company to fix it.
Founder in 2016, Innovate Wealth aims to fix what's broken with the Big Bank model.
Don't take advice from the internet, you can and will lose money that way! Hire a fiduciary professional if you want the job done fair and well.
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