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Innovative Wealth Management Logo
Innovative Wealth Management CB Rank
683070
Heat Score
62
Innovative Wealth Management specializes in social security, estate planning, retirement, investment, and wealth management solutions.
Founded
obfuscation
Private Stratford, Connecticut, United States11-50 iwmadvisory.com
Finance
Retirement
Wealth Management
Overview

Innovative Wealth Management
Heat Score
62

Growth Score
pts
in past quarter
Heat Score 62
0 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Innovative Wealth Management

CB Rank
683070
Innovative Wealth Management specializes in social security, estate planning, retirement, investment, and wealth management solutions.
Founded
obfuscation
Private Stratford, Connecticut, United States11-50 iwmadvisory.com
Finance
Retirement
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Vincent Farasciano
Phone Number 1 (203) 693-1172
Contact Email info@ifg-wealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Social Security Planning
Provides guidance on claiming Social Security benefits, including spousal benefits, to optimize retirement income.
Estate Planning
Assists clients in creating or updating estate plans to reflect recent tax law changes and protect their assets and heirs.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$236KThis year, Innovative Wealth Management is projected to spend $236K on IT, according to Aberdeen.

Active Website Tech Count

23Innovative Wealth Management is actively using 23 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Innovative Wealth Management's headquarters? Innovative Wealth Management is located in Stratford, Connecticut, United States.Who are Innovative Wealth Management's competitors? Alternatives and possible competitors to Innovative Wealth Management may include Fidelity, Wealth Enhancement Group, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
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