Innovative Investments

At Innovative Investments, we have been dedicated to providing exceptional investment strategies and services to our clients in West Virginia for over 25 years. Our team of experienced professionals is committed to delivering personalized financial guidance and portfolio management to individuals, families, and businesses in Randolph, Barbour, Tucker, Upshur, Lewis, Harrison, Monongalia, Marion, Taylor, and Pocahontas Counties.

Our Mission

Our mission is to empower our clients to achieve their financial goals and secure their financial futures through expert investment advice, risk management, and comprehensive financial planning. We strive to build long-term relationships with our clients, founded on trust, transparency, and a deep understanding of their unique needs and objectives.

Our Services

We offer a wide range of investment and planning services designed to help our clients navigate the complexities of the financial markets and achieve their financial aspirations. Our services include:

• Retirement Planning: Customized strategies to help you achieve a secure and sustainable retirement
• Risk Management: Expert guidance on managing risk and protecting your assets
• Mutual Funds: A diverse range of investment options to help you grow your wealth
• Individual Securities: Personalized investment advice on individual stocks and bonds
• Corporate Bonds: Investment opportunities in high-quality corporate bonds
• Government Bonds: Low-risk investment options in government securities
• Municipal Bonds: Tax-efficient investment opportunities in municipal bonds
• Exchange-traded Funds: Diversified investment portfolios through ETFs
• Money Market Funds: Liquidity and stability through money market investments
• Annuities: Guaranteed income streams and tax-deferred growth
• Insurance: Comprehensive life insurance coverage and long-term care solutions
• Planning Services: Expert guidance on estate planning, education planning, investment planning, and tax planning

Our Commitment

At Innovative Investments, we are committed to delivering exceptional service, expertise, and results to our clients. We pride ourselves on our ability to tailor our services to meet the unique needs of each client, regardless of their investment level or financial goals. Whether you're a first-time investor or a seasoned veteran, we are dedicated to helping you achieve financial success and security.