Our Team
Managing Partners

Patrick J. Clark, AIF®, PPC™
10 North Main Street
Suite 216
West Hartford, CT 06107
10 North Main Street
Suite 216
West Hartford, CT 06107
Managing Partner, Wealth Management Consultant

Anthony P. Migliozzi
41 Mountain Road
Suffield, CT 06078
41 Mountain Road
Suffield, CT 06078
Managing Partner, Wealth Management Consultant


Gary J. McDonagh, AIF®, MBA
238 Monroe Turnpike
Suite C-1
Monroe, CT 06468
238 Monroe Turnpike
Suite C-1
Monroe, CT 06468
Managing Partner, Wealth Manager
Staff
Brian Casinghino
Retirement Planning Specialist
Jodi Giustina
Administrative Assistant
860-688-5042
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...
Julia Eggleston
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...

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