Connect With Our Team
Whether you are preparing for retirement, navigating a major business transition, or seeking a second opinion on your current portfolio, we look forward to learning about your goals.
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
Please do not include confidential personal information, account numbers, or time-sensitive trade instructions in your message. Orders to buy or sell securities, transfer funds, or execute transactions cannot be accepted or processed via website forms or email.