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 License #
283332
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Advisor License #
5244147
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Disclaimer
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