Last updated: August 2, 2026
InnovationStrat Wealth, LLC is an Illinois limited liability company. It is not currently registered as an investment adviser with the Illinois Securities Department, with the U.S. Securities and Exchange Commission, or with any other securities regulator, and it does not currently provide investment advisory services or accept advisory clients. Nothing on this website is an offer to provide advisory services, a solicitation to become a client, or personalized investment advice. Materials here are published for general educational and informational purposes only. Any future advisory services will be offered only after registration is granted and only pursuant to a written advisory agreement.
InnovationStrat Wealth, LLC and InnovationStrat Consulting have prepared the non-password-protected pages of this website (the “Website”) for the purpose of providing general information where providing such information is not prohibited by applicable law. Information on the Website should not be construed as personalized investment advice and should not be considered a solicitation to buy or sell any security or to engage in any particular investment strategy. Nothing on the Website is an offer, recommendation, or solicitation to buy or sell any security or financial product. All statements and opinions are current as of the date of publication and are subject to change without notice.
All information and content on the website are subject to applicable statutes and regulations, furnished “as is,” without warranty of any kind, express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, or non-infringement.
All investing involves risk, including the possible loss of the money you invest. Past performance does not guarantee and is not necessarily indicative of future results, and there can be no assurance that any view, outlook, projection, or forward-looking statement will be achieved with respect to any investment or strategy. Any projected returns are hypothetical, are based on current expectations and assumptions, and are subject to risks and uncertainties that may cause actual events or results to differ materially from those assumed.
Any performance figures derived from research models, backtests, or simulations shown anywhere on this Website are hypothetical. Hypothetical performance does not represent the results of actual trading in client accounts, is prepared with the benefit of hindsight, and does not account for all of the financial risk, liquidity constraints, execution slippage, or behavioral factors that affect real trading. No representation is made that any account will or is likely to achieve results similar to those shown. Charts, graphs, and calculator outputs on this Website are illustrative only, do not reflect actual client information, and are not investment advice, because the availability and effectiveness of any strategy depends on your individual facts and circumstances.
We make no representation as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by an unaffiliated third party, whether linked to on the Website or incorporated herein, and take no responsibility for it. Links to other sites are offered as a matter of convenience; by clicking a third-party hyperlink you will be leaving this Website. We have not been involved in the preparation of third-party content and do not explicitly or implicitly endorse, approve, sponsor, or promote it, nor do we alter or modify it. Third-party content is provided for informational and educational purposes only, is not intended to provide tax, legal, or investment advice, and should not be construed as an offer, solicitation, or recommendation. Requests for information are unsolicited and shall neither constitute nor be considered investment advice. You are responsible for determining whether any investment, security, or strategy is appropriate or suitable for you.
This Website does not currently publish client testimonials or third-party endorsements. Should any be published in the future, each will be accompanied by the disclosures required by Rule 206(4)-1 under the Investment Advisers Act of 1940 (the “Marketing Rule”), including whether the person giving the statement is a client, whether cash or non-cash compensation was provided, and any material conflicts of interest arising from the relationship. Statements of an individual's experience are not representative of all clients and do not guarantee future performance or success.
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InnovationStrat Consulting provides operational and strategic consulting — healthcare practice operations, family-office operations, and related engagements. Those services are not investment advisory services, do not create an advisory relationship, and are not subject to the Investment Advisers Act. Where a client engages both practices, the dual relationship and any fee arrangement will be documented in writing and disclosed in the firm's Form ADV Part 2A once filed.
We are not a law firm, do not provide legal advice, and do not prepare legal documents. Tax content on this Website is general in nature, is not a substitute for advice from a qualified tax professional regarding your specific situation, and cannot be used to avoid tax penalties. Consult your own attorney and tax adviser.
Certain statements on this Website are forward-looking, including statements about planned services, registration, and future capabilities. Forward-looking statements are subject to risks and uncertainties, and actual outcomes may differ materially. We undertake no obligation to update them except as required by law.
Questions about this disclosure may be directed to legal@innovationstratwealth.com. Complaints regarding investment advisers may also be directed to the Illinois Securities Department, 421 East Capitol Avenue, Springfield, IL 62701 · (217) 782-2256.
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