Patrick J. Clark, AIF®, PPC™10 North Main Street Suite 216 West Hartford, CT 06107
Managing Partner, Wealth Management Consultant
Anthony P. Migliozzi41 Mountain RoadSuffield, CT 06078
John K. McCormack14 Laird RoadMiddletown, NJ 07748
Gary J. McDonagh, AIF®, MBA 238 Monroe Turnpike Suite C-1Monroe, CT 06468
Managing Partner, Wealth Manager
Retirement Planning Specialist
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...
Client Relationship Manager
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...
Our business is built on a foundation of thoughtful client relationships.