Innovative Wealth Management

Bryan Ellis is a financial advisor at Innovative Wealth Management with four years of industry experience and a Series 65 designation. He previously worked at Bankers Life Advisory Services and Bankers Life, where he served as a full-time insurance agent specializing in life insurance, long-term care insurance, and Medicare supplement and advantage plans. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, employing a “Human Robo” advising approach that integrates client information with technology-enabled implementation. The firm also offers subscription-style services, a client newsletter, and access to alternative investments for eligible clients.

George Kolitsas is a financial advisor at Innovative Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked previously at Bankers Life and Roger Williams University. Innovative Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and pension consulting, often combining direct advisory services with technology-driven solutions such as automated rebalancing and tax-loss harvesting. The firm also offers subscription-style services, a client newsletter, and access to alternative investments for eligible clients.

Vincent Farasciano is a financial advisor with Innovative Wealth Management in Trumbull, CT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at Bankers Life, Proequities, and Bankers Life Securities. Outside of his advisory work, he owns LegacyRx LLC, a direct-to-consumer DIY estate document creation platform. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory methods through a “Human Robo” advising approach, offering discretionary account management, subscription-style services, and access to alternative investments for eligible clients.

Thomas Arisco is a financial advisor at Innovative Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Arisco Insurance Group, Bankers Life, and TD Growers. He is also licensed to sell Medicare health, life, and annuity products, earning commissions from these sales. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, employing a “Human Robo” advising approach that integrates technology with personalized client information. The firm offers subscription services, a client newsletter, and access to alternative investments for eligible clients.