Michael Berkemeier Email and Phone Number
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Michael Berkemeier founded Strategies Wealth Advisors, the predecessor of Innovia Wealth in 2007, with the goal of providing expert advice and individualized recommendations, built on deep personal relationships, and providing clients with a superior wealth management experience. To achieve that goal, he has committed himself to assembling an outstanding team of financial experts, which includes attorneys, CPAs, MBAs, and CFP® professionals. His primary focus is to continue growing Innovia Wealth by providing bespoke services and solutions to entrepreneurs, families, and institutions.He holds the Registered Financial Consultant (RFC) designation and is a graduate of the University of Dayton with a Bachelor of Science in Business. In addition to providing wealth management services, Michael is active in his community. He is a JEM Ambassador and a member of Legatus, an international organization of Catholic CEOs, presidents, managing partners, and business owners. He also currently serves as a trustee on several boards around Western Michigan. Michael and his wife Kellie have two boys and two girls. He loves coaching, watching his kids in sports, and spending time on the water.
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Managing Director - FounderInnovia Wealth Jan 2001 - PresentAt Innovia Wealth, our goal is to provide expert advice and individualized recommendations, built on deep personal relationships, and provide clients with a superior wealth management experience. As a financial resource for entrepreneurs, we provide strategies and implementations for almost every scenario, including succession planning. When a business owner considers the sale of their company, they can turn to us to help create strategies that align with their financial goals, at a time when everything is at stake.We've assembled an outstanding team of financial experts, which includes attorneys, CPAs, MBAs, and CFP® professionals. Our primary focus is to continue growing Innovia Wealth by providing bespoke services and solutions to entrepreneurs, families, and institutions.
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Regional Director, Advanced PlanningThomas Brady & Associates Nov 2012 - PresentBoston, Ma, UsI am Regional Director, Advanced Planning for Thomas Brady & Associates.Our passion is creating and protecting the value of our clients' most precious assets: family, their businesses, relationships, lifestyle, and their legacy. As an independent insurance firm, we specialize in all areas of:(1) estate planning, (2) business planning and (3) insurance review and placement.We collaborate with our clients' professional team to assure that they are implementing the best possible plan for their family or business. We have a team of experts with extensive knowledge in tax, advanced marketing concepts, actuarial, underwriting advocacy and insurance products & placement and work very closely with high net worth families on their estate planning needs. Few firms can offer the high level of personal service, depth of expertise, and specialized knowledge in the areas of individual, business and estate planning. Thomas Brady & Associates can provide custom strategies and solutions for all of your wealth preservation needs. -
RepresentativeUbs Feb 1999 - Dec 2001Zurich, ChTeam prospectingLearned to work as a team to gather new businessAsset management Managing clients financial world -
InternPainewebber 1998 - 1999UsTeam prospectingLearned to work as a team to gather new businessAsset management Managing clients financial world
Michael Berkemeier Skills
Michael Berkemeier Education Details
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University Of DaytonMarketing / Finance
Frequently Asked Questions about Michael Berkemeier
What company does Michael Berkemeier work for?
Michael Berkemeier works for Innovia Wealth
What is Michael Berkemeier's role at the current company?
Michael Berkemeier's current role is Managing Director - Founder at Innovia Wealth.
What is Michael Berkemeier's email address?
Michael Berkemeier's email address is mi****@****llc.biz
What is Michael Berkemeier's direct phone number?
Michael Berkemeier's direct phone number is +161726*****
What schools did Michael Berkemeier attend?
Michael Berkemeier attended University Of Dayton.
What are some of Michael Berkemeier's interests?
Michael Berkemeier has interest in Golf, Fishing, Exercising, Basketball.
What skills is Michael Berkemeier known for?
Michael Berkemeier has skills like Strategic Financial Planning, Estate Planning, Business Planning, Life Insurance, Asset Management, Financial Advisory, Investment Strategies, Qualified Retirement Plans, Business Continuity Planning, Deferred Compensation, Cash Balance Plans, Life Insurance Analysis.
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