Innova Wealth, LLC

Amber Koenig is a financial advisor at Accurate Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Innova Wealth LLC and Keller Williams Southwest. Koenig also serves as Operations Manager at Innova Wealth LLC, where she is involved in client service and administrative functions. Accurate Wealth Management serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, utilizing a broad range of investment instruments and both in-house and third-party management.

Christopher Suffron is a financial advisor at Innova Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Innova Wealth since 2024. In addition to his advisory role, he is a tax director and minority shareholder at a public accounting firm, where he prepares and reviews tax returns and provides tax consulting services. Innova Wealth serves individual and high-net-worth clients, offering portfolio management and comprehensive financial planning. The firm uses a tailored Investment Policy Statement and combines fundamental analysis with modern portfolio theory to manage client portfolios, often employing discretionary trading authority and third-party sub-advisers.

Charles Roe IV is a financial advisor with Innova Wealth, LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Innova Wealth since 2014 and is also involved with BioCapital Holdings, LLC, as well as maintaining a CPA practice and licensed insurance agent activities. From time to time, he offers accounting and insurance-related advice to clients outside of his advisory role. Innova Wealth primarily serves individual and high-net-worth clients, providing tailored Investment Policy Statements, discretionary portfolio management, and comprehensive financial planning including retirement, tax, and college planning. The firm combines fundamental analysis and modern portfolio theory with a long-term trading horizon and a time-segmented approach to retirement income, often utilizing third-party sub-advisers to manage portions of client accounts.