Innovative Investment Management

Innovative Investment Management is an investment company in Greenville, SC. The firm serves investors and their families by providing multi-disciplined financial plans, including RIA portfolio solutions, alternative investments, and complex financial planning. Their expertise covers tax planning, retirement preparation, estate planning, and insurance planning to help clients preserve and grow their wealth.

The firm operates with a proactive, fiduciary approach, focusing on customized, one-on-one solutions rather than a cookie-cutter method. Their process involves listening, planning, evaluating, and implementing strategies tailored to a family's unique situation. The team specializes in working with high-net-worth individuals, utilizing decades of experience to identify underlying issues and develop multiple scenarios regarding timing and taxable impacts. They also collaborate with or connect clients to a network of seasoned tax and legal professionals to ensure comprehensive, tax-efficient results.

Located on Pelham Road, the office is situated near Rocky Creek and is a short drive from the post office at The UPS Store.

Innovative Investment Management is recognized for providing thorough and well-documented information to its clients, ensuring transparency in their financial processes. The firm is known for its disciplined approach and its commitment to acting in the best interest of those they serve.

With a deep commitment to the Upstate, Innovative Investment Management provides specialized financial strategies and wealth preservation services to the Greenville community.

Services:

• Complex Financial Planning
• Comprehensive Financial Planning
• Non-Market Correlated Investments
• Tax Advantaged Investing
• Wealth Management