About Steven
Hello, I'm Steve. After 10 years with large Wall Street firms I decided I didn't like the way they business. Ever felt like you were just a number, paying too much in fees, getting sold stuff you didn't need... well you were right! I created a company to fix it.
Areas of focus
Credentials & background
Designations
CFP
Clients served
IndividualsTech ProfessionalsMedical ProfessionalsYoung Professionals
Registered in
Utah
Regulatory
The firm
Innovate Wealth
Founder in 2016, Innovate Wealth aims to fix what's broken with the Big Bank model.
1791 Prospector Ave., Park City, UT 84060$63M assets under managementDisclosures
Don't take advice from the internet, you can and will lose money that way! Hire a fiduciary professional if you want the job done fair and well.