My Innova Wealth Partners

Innova Wealth Partners is a financial planning and wealth management firm that focuses on people approaching or living in retirement. The team helps clients work through questions about whether they can retire on their timeline, how to turn Social Security, pensions and savings into retirement income, and how to manage taxes in retirement. Services cover retirement planning, investment management, tax planning and general financial planning.

The firm serves pre-retirees and retirees in the greater Bucks County and Philadelphia area, and its team includes CFPs, CPAs and other credentialed advisors. The firm also runs free seminars on retirement, taxes and investing, taught by its financial planners, and it has an office at 12 Terry Drive in Newtown. Clients can reach the team by phone, email or a scheduled call.