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Financial Report


Optimal Solutions Tailored To Your Needs

Invenio Wealth Partner’s independence means we work directly for you, instead of as a representative of a large corporation. This gives us the freedom and control to optimize the solutions that are best for you. Your values and goals are paramount, which is why we strive to make working with us feel as though you have a personal chief financial officer in your own virtual family office that caters to your wealth management needs.

Our holistic personal approach offers exceptional flexibility and accessibility, providing what we believe to be better processes and planning, for a more predictable outcome. What’s more, our private practice status as a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission means we are free from the natural conflicts of interest and constraints that often arise from public shareholder and parent company relationships. 


  • Wealth Consulting

  • Wealth Management

  • 401(k) Rollovers

  • Planning for Education Funding

  • 529 Plans; College Savings, UTMAs

  • Alternative Investments

  • Annuities

  • Asset Management

  • Business Planning

  • Business Succession Planning

  • Cash Management

  • Corporate Retirement Plans

  • Endowments and Foundations

  • Estate Planning Strategies

  • Exchange Traded Funds

  • Executive Financial Services 

  • Financial Planning

  • Fixed Income

  • Life Insurance

  • Philanthropic Services

  • Professional Portfolio Management

  • Qualified & Nonqualified Retirement Plans

  • Qualified Plans

  • Retirement Planning

  • Trust Accounts

  • Trust Services

  • Lending Products

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