About Innovative Wealth Advisers
Innovative Wealth Advisers, is an agency that deals with many well-known insurance carriers. At Innovative Wealth Advisers, we focus on representing top rated insurance carriers to insure you will receive the best overall coverage, rates and service.
We choose this industry as a profession because we enjoy working directly with people and thereby seek to understand what you want and need for your insurance protection. It is our ongoing objective to thoroughly understand your specific risk situation and what insurance policy type will best fit your needs. Your insurance portfolio becomes complete as Innovative Wealth Advisers provides prompt and proactive service, whether it be issues of underwriting, claims, billing or otherwise.
By providing one-on-one service, our insurance professionals can better understand your specific obligations and demands, thereby giving us the information and/or data necessary to find the coverage that best fits your lifestyle, business, and most importantly, your budget.
Nick Fiorella Jr.
With over 10 years of experience in the Insurance Industry, I detected a need in the financial sector for dedicated one-on-one service combined with cutting edge strategies and products. After a successful career in the Health Insurance Industry, I wanted to utilize my people skills and problem solving ability to genuinely help clients and make a difference in their financial lives. I am a University of Florida graduate and have my masters in International Business.
I always act in the best interest of the client and make sure that the strategies we are recommending provide more value and better benefits than the client’s current plan. I focus most of my attention on advanced case design incorporating a tax-free savings plan with no risk of principal loss into an overall financial strategy.
I am committed to understanding the situations that you are in and finding the best financial products to meet your needs. We have assembled a superior team of financial professionals who have been helping families and businesses find the right insurance and utilize the best strategies for many years. We are dedicated to our customers and proud of our relationships with the companies we represent. Nothing makes us happier than hearing that we have met or exceeded our clients’ expectations.
Director of Advanced Markets
Throughout my career in the Financial Services Industry my main philosophy for my clients has been quite clear:
Make Money and Save Money (Safely)
I advise corporations, business owners, high net-worth individuals and families how to save money and make money on a tax favored basis without the risk of loss. It is my honor to share this focus and its (technical) implementation with other financial advisors and firms across the nation. I specialize in helping to safely...
• Generate Tax Free Income
• Protect & Preserve Capital and Wealth
• Maximize Return on Savings
• Structure Business and Legacy Planning
As an industry leader, I consider it my responsibility to constantly be at the forefront of new information and the cutting edge technology that allows me to provide the highest level of service not only to my clients, but to the advisors I mentor as well.
Innovative Wealth Advisers
515 SE Central Parkway
Stuart, FL 34994
Innovative Wealth Advisers only works with top insurance carriers to provide you with the best products and rates. Some of our carriers include: