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Innovative Wealth Building Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Innovative Wealth Building operates in the financial services sector, helping clients define and pursue their own financial goals. The firm emphasizes a client-centered approach that begins with listening and relies on a diverse team with broad expertise to tailor guidance. It is based in California, Maryland, and maintains a small professional staff.

The company's work focuses on guiding clients toward personal financial outcomes rather than offering one-size-fits-all solutions. Its stated objective is to support clients in reaching their goals through engagement that is focused on the individual and their objectives.

Find Innovative Wealth Building employees' phone numbers or email addresses

Innovative Wealth Building Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Innovative Wealth Building's Leadership

  • Stylized image of a person
    W. B.
    Ceo & President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B. H.
    Chief Marketing Officer & Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. P.
    Co-Founder, Financial Planner, Cfo, Cco
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. V.
    Financial Planning Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Client Advocate
    Phone icon
    Mobile Phone

Innovative Wealth Building Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Innovative Wealth Building

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. P.
    Co-Founder, Financial Planner, Cfo, Cco
    Phone icon
    Mobile Phone
    United StatesMississippi
    Jun 26, 2026
  • Stylized image of a person
    J. B. H.
    Chief Marketing Officer & Financial Planner
    Phone icon
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    W. B.
    Ceo & President
    Phone icon
    Mobile Phone
    United StatesMaryland
    Feb 17, 2026
  • Stylized image of a person
    P. V.
    Financial Planning Specialist
    Phone icon
    Mobile Phone
    United States
    Jun 29, 2026
  • Stylized image of a person
    D. W.
    Client Advocate
    Phone icon
    Mobile Phone
    United StatesMaryland
    Oct 26, 2025

Frequently Asked Questions

What is Innovative Wealth Building known for?

Minus sign iconPlus sign iconInnovative Wealth Building was founded in 2021 operates in the Financial Services industry. The company's main headquarters is located in 23567 Oak View Drive Suite a California, Maryland 20619 United States. Explore Innovative Wealth Building's company overview page for more information.

What is Innovative Wealth Building's most common email format?

Minus sign iconPlus sign iconInnovative Wealth Building employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Innovative Wealth Building email formats with LeadIQ.

How many employees does Innovative Wealth Building have currently?

Minus sign iconPlus sign iconInnovative Wealth Building has approximately 9 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Innovative Wealth Building's key employees and leadership?

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As of June 2026, Innovative Wealth Building's key employees include:

  • Ceo & President: W. B.
  • Chief Marketing Officer & Financial Planner: J. B. H.
  • Co-Founder, Financial Planner, Cfo, Cco: T. P.
  • Financial Planning Specialist: P. V.
  • Client Advocate: D. W.

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