OUR PERSPECTIVE & STORY
Where Institutional Rigor Meets Personal Stewardship.
Founded on over two decades of financial services experience spanning corporate finance, private wealth consulting, and independent practice, Innovative Wealth Planning was established to prioritize personalized strategies over one-size-fits-all solutions. From our boutique office in Suffield, Connecticut, we combine an open-architecture approach, modern planning technology, and dedicated, client-first care for families, business owners and their employees, and 501(c)(3) non-profit institutions.
Meet the Team
Anthony Migliozzi
Founder | Lead Wealth Advisor
Anthony brings over two decades of financial services experience to his client partnerships. He began his career in 2004 on the corporate side of finance, gaining valuable insight into complex institutional systems before transitioning directly to private wealth advisory in 2014 at Edward Jones. To expand his capabilities and provide clients with a broader independent platform, he later entered the independent space with Commonwealth Financial Network—initially co-launching Innovative Wealth Managers before evolving the practice into Innovative Wealth Planning to reflect a comprehensive, planning-first philosophy.
Throughout his career, Anthony has believed that the most meaningful advisory relationships are built on attentive listening, transparency, and objective guidance. Having worked across both corporate institutional settings and private wealth advisory, he established Innovative Wealth Planning to offer the personal dedication, agility, and high-touch care of an independent boutique firm. His focus centers on demystifying complex financial decisions and helping clients navigate life’s major milestones with clarity and confidence.
Anthony earned his bachelor’s degree from Assumption College. A longtime resident of Suffield, Connecticut, he lives locally with his wife, Sheila, and their daughters, Layla and Farah. Deeply invested in his community, Anthony actively coaches youth sports and, outside the office, enjoys scuba diving, skiing, hiking, tennis, and music.
Julia Eggleston
Financial Planning Support Specialist
Julia brings over five years of wealth management experience to Innovative Wealth Planning, where she works closely alongside advisors and clients to support the development of comprehensive, personalized financial roadmaps. Her background focuses on detailed cash flow analysis, scenario planning, and plan preparation, helping ensure that each client’s strategy remains organized and responsive through life’s evolving milestones.
Dedicated to delivering a seamless and attentive client experience, Julia takes pride in clear communication, thorough organization, and helping families stay aligned with their long-term vision.
Julia earned her bachelor’s degree from Merrimack College and holds her life and health insurance licenses, complemented by specialized industry training in financial analysis and client service strategy. Outside the office, she enjoys spending quality time with family and friends, heading to the beach, listening to live country music, and expressing her creativity through drawing and painting.
Tighe "Ty" Thebodeau
Client Operations & Technology Specialist
Ty manages client operations and technology integration at Innovative Wealth Planning, connecting the firm’s digital platforms with attentive, personalized client service. He focuses on streamlining day-to-day operational workflows—from new client onboarding and digital portal access to operational efficiency and data security—helping ensure every client interaction is handled with precision and care. Dedicated to professional excellence, Ty maintains a strong commitment to continuous industry education and development to support the firm’s planning mission.
Ty earned his Bachelor of Science in Finance with a minor in Real Estate from the University of Connecticut, where he was recognized as a New England Scholar, and holds the Bloomberg Market Concepts certification.
Outside the office, Ty enjoys staying active, keeping up with developments in emerging technology, and spending quality time with family and friends.
M. Fernanda Boehm
Client Relationship Manager
As Client Relationship Manager, Fernanda serves as a primary touchpoint for client communications and administrative support at Innovative Wealth Planning. She manages onboarding workflows, account administration, and day-to-day service requests, ensuring that every detail is handled with accuracy, responsiveness, and personal care. Dedicated to building lasting relationships with client families, Fernanda takes pride in creating a warm, supportive environment where questions are answered promptly and clients feel well cared for.
Fernanda is an alumna of the University of Connecticut (UConn) and brings dedicated client service and operational expertise to the practice.
Outside the office, she enjoys exploring local restaurants with family, spending time at the beach, listening to music, cheering on UConn basketball, and relaxing with video games.
Begin Your Strategic Partnership
We welcome introductory conversations virtually via Microsoft Teams, by phone, or in person at our Suffield office. Please call us directly or send a message below, and our team will be in touch to coordinate a time to speak.
Innovative Wealth Planning
41 Mountain Road | Suffield, CT 06078
Phone: 860-386-8550
Email: info@iwplan.com
Important Notice: Please do not include confidential account numbers, Social Security numbers, or time-sensitive trade instructions in this form. For your protection, orders to buy or sell securities, transfer funds, or execute transactions cannot be accepted or processed via website forms or email.