Innovative Advisory Group

What is Innovative Advisory Group?

Innovative Advisory Group (IAG) is a family office based in Lexington, Massachusetts, United States, that embraces a modern approach to wealth management by integrating both traditional and alternative investment strategies. Their investment thesis is founded on innovation, adaptation to the rapidly changing economic environment, and a commitment to providing personalized, comprehensive financial services that meet the distinct needs of individuals and families. By offering a broad range of investment options and focusing on risk management and due diligence, IAG stands out as an independent, full-service wealth manager and financial advisor.

Their philosophy is reflected in their suite of services, which includes portfolio management, financial planning, and risk management – all designed with the client's best interests in mind. Their expertise in managing self-directed IRAs and self-directed 401(k) plans is particularly notable, as it allows clients to invest in a variety of assets such as real estate, precious metals, and more, through tax-deferred or tax-free retirement accounts.

IAG is proactive in assisting clients who have identified alternative investments or are seeking new opportunities beyond traditional stocks and bonds. These alternative investments present a way to diversify portfolios and mitigate the risk associated with stock market volatility. IAG is committed to wealth management innovation and provides a free, no-obligation consultation to help prospective clients understand the firm's capabilities and determine if IAG is the right advisor to manage their wealth and achieve their financial goals.