Innova Wealth, LLC

Amber Koenig is a financial advisor at Innova Wealth, LLC with two years of industry experience. She holds a Series 65 credential and has worked at Accurate Wealth Management and Keller Williams Southwest prior to her current role. Innova Wealth, LLC provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading orientation and a time-segmented approach to retirement income, offering discretionary portfolio management as well as hourly financial planning services.

Christopher Suffron is a financial advisor at Innova Wealth, LLC with two years of industry experience. He holds a Series 65 designation and also serves as a tax director and minority shareholder at a public accounting firm, where he prepares and reviews tax returns and provides tax consulting. Innova Wealth, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing fundamental analysis and modern portfolio theory with a long-term trading focus. The firm emphasizes individualized client services and may engage third-party managers, maintaining a collaborative relationship with an independent sub-adviser for certain strategies.

Charles Roe IV is a financial advisor at Innova Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and BioCapital Holdings, LLC. Outside of advising, he practices as a certified public accountant and a licensed insurance agent. Innova Wealth, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term orientation, using model portfolios and asset allocation to align client cash flow needs with appropriate risk levels.