What are the opening hours?

Monday 7:30am - 4pm Tuesday 7:30am - 4pm Wednesday 7:30am - 4pm Thursday 7:30am - 4pm Friday 7:30am - 4pm

Innovative Wealth Management, LLC

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United States
Jesup, IA
Innovative Wealth Management, LLC

A firm created to make lives easier... Give us a call today and find out how we do things differently Give us a call or stop in to see what makes us different.

At Innovative Wealth Management, LLC, our goal is to make our clients feel like family. We work with clients to identify where they are versus where they would like to be in the future. Taking into consideration all the components of wealth management; investments, financial planning, tax planning and estate planning. We evaluate our clients’ life needs and financial goals and execute strategies to achieve their specific goals: whether it is to grow and protect their wealth, or to seek strategies to transfer wealth to their family. See you soon.

10/31/2026

Happy Halloween from Team Innovative! 🎃

Wishing you all a wonderful Halloween filled with plenty of treats! Hope you have a great day! 🍬👻

10/28/2026

Our crew had a great time at the Jesup High School career fair this morning! It was great connecting with students and getting to chat about their futures.

Thanks for having us!

10/21/2026

👻 Tricks or Treats? Let's Talk Taxes! 🎃

👻 Trick: Waiting until April to look at your tax situation
👻 Trick: Assuming this year's taxes will look like last year's
👻 Trick: Getting caught off guard by your tax bill

🍬 Treat: Scheduling a pretax appointment
🍬 Treat: Keeping good records
🍬 Treat: Having a trusted tax team

Don't let tax season sneak up on you! 👀

📞 Give our tax team a call at 319-449-6902 to schedule your pretax appointment!

10/12/2026

🐷💰 Every Penny Counts When It Comes to Saving! 💰🐷

Stop by and check out the pumpkin Noah painted for LACES.🎃

10/08/2026

Innovative takes on Chicago! 🌆

Zak was invited to speak to advisors at Morningstar's Due Diligence Meeting this morning. He answered questions about our business, our approach, and what makes our firm unique, while sharing some of the lessons and advice he's picked up along the way.

Way to go, Zak! 👏

09/25/2026

🎉 Happy Homecoming! 🎉

Grab a bag of popcorn and come cheer on the J-Hawks tonight! 🍿🏈

09/24/2026

09/22/2026

🍂 Fall has officially arrived at Innovative! 🍁

We’ve got the fall vibes going in both our Wealth & Tax offices - plus a new addition in the Tax office! 💡

Big thanks to Signs and More for our new lightbulb. We love it!

Happy first day of fall! 🍂

09/11/2026

🇺🇸 Remember. Honor. Unite. 🇺🇸

25 years later, we pause today to remember the lives lost, honor the heroes, and continue to choose kindness.

09/07/2026

Happy Labor Day!

We hope you get to slow down, enjoy some sunshine, and spend time with the people who matter most.

Our office is closed today in observance of the holiday.

Have a great day!

– Team Innovative

Address

960 6th Street Suite #1 PO Box 676
Jesup, IA
50648

Opening Hours

Monday	7:30am - 4pm
Tuesday	7:30am - 4pm
Wednesday	7:30am - 4pm
Thursday	7:30am - 4pm
Friday	7:30am - 4pm

Website

http://www.myinnovativewealth.com/

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