Trumbull, CT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Innovative Wealth Management
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Firm-wide stats for Innovative Wealth Management
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.
Based on Innovative Wealth Management
Expertise
Based on Innovative Wealth Management
Location
Trumbull CT
Advisors at this office
3
Advisors at this office
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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