Innovative Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Innovative Wealth Management serves individual and high‑net‑worth clients with ongoing portfolio management, financial planning, and pension consulting, and also facilitates access to third‑party money managers and private investment funds. The firm provides both one‑time financial plans and ongoing advisory relationships that include account aggregation, client reporting, and a client portal.
Investment decisions are documented in individualized Investment Policy Statements and managed either directly or, on a limited basis, through the Charles Schwab Institutional Intelligent Portfolios™ platform, which the firm uses for automated rebalancing and tax‑loss harvesting. The firm describes its process as “Human Robo” advising, combining client interviews and technology with methods that include fundamental, quantitative, technical, and modern portfolio theory approaches and both long‑ and short‑term trading.
Noteworthy distinctions include the firm’s subscription offering — a quarterly newsletter, “Quarterly Market Commentary,” and subscription‑style ongoing planning services — features that are uncommon among similarly sized team firms. The firm also requires custody with Schwab Institutional or Altruist and discloses that supervised persons are licensed insurance agents who receive commissions, which the brochure identifies as a potential conflict of interest to be managed.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial plans between $1,000 and $10,000; ongoing financial planning fixed fees up to $255/month.
$0 - $1,000,000: 2.00% $1,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% $10,000,001 - And Up: 0.50%
Supervised persons receive commissions on the sale of insurance products; commissions are a significant source of revenue.
$250/hour for financial planning services.
Ongoing financial planning fixed fees up to $255/month; quarterly subscription newsletter included in price of other services.
Main office
See officeTrumbull CT
Advisors at this office
3
Most active in
Connecticut · New York · Pennsylvania · Texas
Also doing business as
Ifg Wealth, LLC · Innovative Wealth Management · Iwm Advisory, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Bryan E
Series 65
Chester Springs, PA
Innovative Wealth Management
Bryan Ellis is a financial advisor at Innovative Wealth Management with five years of industry experience. He holds a Series 65 designation and previously worked for Bankers Life and Bankers Life Advisory Services. In addition to his advisory role, he is a full-time insurance agent specializing in life insurance, long-term care insurance, and Medicare supplement and advantage plans. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, offering both one-time plans and ongoing advisory relationships. The firm combines client interviews and technology in its “Human Robo” advising approach and utilizes platforms for automated rebalancing and tax-loss harvesting.
George K
Series 65
Trumbull, CT
Innovative Wealth Management
George Kolitsas is a financial advisor at Innovative Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked previously at Bankers Life and Roger Williams University. Innovative Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and pension consulting, often combining direct advisory services with technology-driven solutions such as automated rebalancing and tax-loss harvesting. The firm also offers subscription-style services, a client newsletter, and access to alternative investments for eligible clients.
Vincent F
Series 63, Series 65
Trumbull, CT
Innovative Wealth Management
Vincent Farasciano is a financial advisor at Innovative Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bankers Life Securities and Bankers Life. Outside of advising, he owns and manages LegacyRx LLC, a direct-to-consumer DIY estate document creation platform. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, using a blend of client interviews and technology in their investment approach. The firm offers both one-time financial plans and ongoing advisory relationships, incorporating automated rebalancing and tax-loss harvesting through the Charles Schwab Institutional Intelligent Portfolios™ platform.
Thomas A
Series 65
Trumbull, CT
Innovative Wealth Management
Thomas Arisco is a financial advisor at Innovative Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Arisco Insurance Group, Bankers Life, and TD Growers. He is also licensed to sell Medicare health, life, and annuity products, earning commissions from these sales. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, employing a “Human Robo” advising approach that integrates technology with personalized client information. The firm offers subscription services, a client newsletter, and access to alternative investments for eligible clients.
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