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Steven Sivak

Advisor Details

Financial Advisor in Park City, Utah

Personal Bio

Hello, I’m Steve.

After 10 years with large Wall Street firms I decided I didn’t like the way they business. Ever felt like you were just a number, paying too much in fees, getting sold stuff you didn’t need… well you were right!

I created a company to fix it.

Firm Name

Innovate Wealth

Firm Bio

Founder in 2016, Innovate Wealth aims to fix what’s broken with the Big Bank model.

Advisor Type

RIA - Steven Sivak

Firm SEC/CRD #

283332

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Advisor SEC/CRD #

5244147

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Disclaimer

Don’t take advice from the internet, you can and will lose money that way!

Hire a fiduciary professional if you want the job done fair and well.

Contact:

1791 Prospector Avenue
Park City, Utah 84060

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