You’ve accumulated significant wealth.

We’ll help you make the most of it.

Welcome to Innovia Wealth

We help wealthy individuals and families mitigate unnecessary taxes, create custom strategies for their money, and live the life they want.

Accumulating significant wealth is hard. Our job is to make the rest of it easy.

We built our firm to solve the biggest challenges of high-net-worth individuals and families.

  • We help wealthy individuals and families reduce and eliminate unnecessary taxes.

    Learn more here

  • We help successful business owners legally avoid huge tax bills while selling their business.

    Learn more here

  • We offer our wealthiest clients access to one of the fastest growing sectors in the country: private-equity deals.

    Learn more here

Wealth can be complicated. With the right team, it doesn’t have to be.

We built an elite in-house team of advisors, lawyers, CPAs, CFAs, and MBAs to work together for you.

Michael Berkemeier, RFC, Managing Director

Aaron Veldheer, JD, MBA, Managing Director

Trusted with $3 billion of assets and counting

America’s Top Financial Advisory Firms in 2025

— Newsweek, 2025

Best Financial Advisory Firms in 2024

— USA Today

Michigan’s Fastest Growing RIA in 2021

— Citywire, 2021

Make the most of your wealth.