Broker Check

Our Team

Managing Partners

Patrick Clark

Patrick J. Clark, AIF®, PPC™
10 North Main Street
Suite 216
West Hartford, CT 06107

Managing Partner, Wealth Management Consultant

860-688-2210

Anthony Migliozzi

Anthony P. Migliozzi
41 Mountain Road
Suffield, CT 06078 

Managing Partner, Wealth Management Consultant

860-386-8550

John McCormack

John K. McCormack
14 Laird Road
Middletown, NJ 07748 

Managing Partner, Wealth Management Consultant

732-778-5835

Gary McDonagh

Gary J. McDonagh, AIF®, MBA 
238 Monroe Turnpike
Suite C-1
Monroe, CT 06468

Managing Partner, Wealth Manager

203-261-3535

Staff

Brian Casinghino

Brian Casinghino

Retirement Planning Specialist

860-386-8550

brian@innvwealth.com

Brian is a great addition to the Innovative Wealth Managers' Suffield office, joining the team in March 2023 after obtaining his FINRA Series 7 designation. As a Retirement Planning Specialist with IWM, Brian focuses on assisting...
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Jodi Giustina

Jodi Giustina

Administrative Assistant

860-688-2210

860-688-5042

jodi@innvwealth.com

Jodi joined the Hartford office in February 2022 to assume the newly created position of Administrative Assistant for Innovative Wealth Managers.  Her responsibilities include working closely with her financial advisor to develop...

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Julia Eggleston

Julia Eggleston

Client Relationship Manager

860-386-8550

julia@innvwealth.com

Julia Eggleston is a Client Relationship Manager of Innovative Wealth Managers. With 2 years of experience in the financial industry, she has a keen understanding of what is takes to build and maintain long-lasting relationships with...

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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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