Innovia Wealth
Aaron Veldheer is a seasoned financial professional with extensive experience in investment management and legal advisory roles. Currently serving as the Managing Director and Chief Investment Officer at Innovia Wealth since January 2020, Veldheer previously held the position of Senior Vice President at Merrill Lynch from June 2014 to January 2020. As an NFL Agent from October 2012 to January 2020, Veldheer specialized as a contract advisor. Prior roles include Chief Revenue Officer at Intersport and positions in investment management at Goldman Sachs. Veldheer's legal background includes advising on real estate development and corporate transactions as an attorney at both Goldberg Kohn Ltd. and Miller Johnson. Veldheer holds a Master of Business Administration from The University of Chicago Booth School of Business, a Juris Doctor from Michigan State University College of Law, and a Bachelor’s degree from Hillsdale College.
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Innovia Wealth
Innovia Wealth was founded as a boutique wealth management firm in 2007, with the mission of providing expert advice and individualized recommendations built on deep personal relationships. In other words, to provide clients with a better wealth management experience. Building on that legacy, Innovia Wealth uses a team-based approach based on diverse perspectives. The firm's wide-ranging expertise in financial planning, tax management, legal and estate considerations provide multiple angles to view opportunities available to clients. Because each team member looks at an opportunity through a different lens, the recommendations we provide deliver holistic solutions. A multi-disciplinary approach also helps to synchronize the many plans that our clients’ lawyers, accountants, insurance providers, and bankers recommend. Lastly, a comprehensive view ensures no “financial leakage,” consistently optimizing our clients’ resources. Optimization is an ongoing process while our team executes, monitors, and iterates on our clients’ behalf. The current team is comprised of experts with a wide range of credentials, including JDs, CPAs, MBAs, CFP®s, CLU®s, ChFC®s, and other designations that ensure the diverse skill sets required to serve clients' needs are addressed. Innovia Wealth is particularly adept at meeting the needs of privately held business owners. We believe entrepreneurs are the backbone of our economy, and for that reason, we have dedicated our professional lives to helping business owners and their families. We provide strategies and implementations to assist entrepreneurs in succession planning. When a business owner considers the sale of his or her company, they turn to us to help create strategies that align with their financial goals, at a time when everything is at stake. As a Registered Investment Advisory (RIA) firm, Innovia Wealth’s professionals act in a fiduciary capacity, meaning we put our clients' interests first, always.