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Michigan-Based Wealth House Rebrands

Editorial Staff

22 February 2023

Strategies Wealth Advisors, a US firm overseeing $1.5 billion in assets under management, has re-branded as Innovia Wealth. 

Innovia focuses on serving business owners and their families by providing strategies and implementations to assist in succession planning, in addition to traditional wealth management practices. 

The business, based in Grand Rapids, Michigan, was founded by Michael Berkemeier, managing director, in 2007.

"We chose the name Innovia because it reflects our commitment to innovation, joined with the word `via,’ which means the `way’ or `path’, Aaron Veldheer, managing director and chief investment officer at Innovia Wealth, said. “Proven ideas become innovation when they can be replicated reliably on a meaningful scale at practical costs.”