Investment Management & Financial Planning
At Innovest Strategies, we provide comprehensive wealth management solutions designed to meet the diverse needs of our clients.
Who We Serve
Individuals
Retirement Plans: 401(k)s, SIMPLE IRAs, Individual 401(k)s, IRAs
Trusts
Endowments
Businesses
Advantages of Comprehensive Financial Planning & Investment Management
Investment Management Solutions
We build customized portfolios that balance opportunity and risk across a wide range of asset classes:
- Private Equity – opportunities primarily for accredited investors
- Public Equity – stocks, ETFs, and mutual funds
- Fixed Income – money markets, annuities, CDs, treasuries, and bonds
- Alternatives – private credit, real estate, and infrastructure
Financial Planning Milestones
Life changes often come with financial questions. We provide tailored guidance for key events such as:
- Budgeting and cash flow optimization
- Buying a home
- Marriage and starting a family
- Estate planning to ensure a smooth transition of wealth
- Retirement planning:
- How long will your funds last?
- How much of your Social Security will be taxable?
- Navigating Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs)
Email Address
Call Us
Raleigh Office
134 Wind Chime Court
Raleigh, NC 27615
Henderson Office
129 W Belle St
Henderson, NC 27536