Are you wondering whether or not you can retire when you want - and how you want?
Retirement can be complex and confusing for many pre-retirees. You may be asking:
- Is retiring in the next 5-10 years financially feasible?
- Can I pursue the retirement lifestyle I’ve imagined for myself and my spouse?
- How do I create an income in retirement out of Social Security, my pension, and my savings?
- Is there a way to lower taxes in retirement?
- What if I face a medical emergency in retirement, or need to move to assisted living?
We help clients answer all of these questions and more every day.
At iNNOVA Wealth Partners, we help our clients create a comprehensive plan for their retirement. Our team works with pre-retirees and retirees in the greater Bucks County and Philadelphia area to help them clarify their goals, and create a financial strategy that aligns with their values.
We focus on providing a collaborative environment that puts client education first. At iNNOVA Wealth Partners, we want all of our clients to feel confident about their financial plan so that they can enter retirement feeling empowered.
Meet The Team
William “Chip” Bromley Jr, CAIA®, AIF®
Chip is a principal and co-founder of iNNOVA Wealth Partners. He is co-portfolio manager of several ETF strategies and is responsible for research and oversight of investment models. He is a graduate of Boston College, Carroll School of Management with a dual concentration in finance and information systems. Chip also holds the Chartered Alternative Investment Analyst designation as well as being an Accredited Investor Fiduciary. When he’s not working, Chip is passionate about caring for animals. He’s adopted three cats - Smoky, the Kitten, and Lucy - and enjoys spending time with his long-time girlfriend, Ivy, in Philadelphia. Few people know that Chip has been on (and won) Fear Factor with his sister!
Ian is a principal and co-founder of iNNOVA Wealth Partners. He is a portfolio manager of all ETF strategies and oversees the firm’s research efforts and development of new investment models. Ian is a graduate of the University of Pennsylvania with a BA in economics. Ian lives in Newtown with his wife, Kelley, and their two sons, Jack and Teddy. Ian and his family love taking their blue heeler, Rollie, out for hikes whenever they can. In his free time, Ian loves rooting for the Phillies and the Eagles, and he has been skydiving several times - which he loves! Ian also serves on the board for the Epilepsy Foundation of Eastern Pennsylvania.
Steve is Senior Vice President and is currently growing his niche market working with professional athletes and high net worth investors. His experience working with international athletes has allowed him to learn about the many intricacies and challenges that athletes and their families face both during their career as well as transitioning after their playing days are over. While celebrating with a client who plays for the Toronto Raptors after they won the NBA Championship, Steve got the opportunity to hold the real NBA Championship Larry O'Brien trophy! When he’s not working, you can find Steve singing along to Disney Princess themes with his two young daughters, Alma and Lily.
Jon Inzero, CFP®
Jon is a financial advisor and planner at iNNOVA Wealth Partners. He is responsible for designing and implementing financial plans for the firm’s clients including cash flow analysis, budgeting, social security optimization, sustainable withdrawal rates, and coordinating liquidation strategies to maximize each client’s probability of a successful outcome. Jon holds a BBA in international business and finance from the Fox School of Business at Temple University. When he’s not working, Jon loves enjoying the great outdoors through backpacking, fishing, and cycling. Few people know that, in addition to being a passionate financial planner, Jon also studied Mandarin Chinese in both high school and college!