Meet Steve

Over the past 12 years, Steve Sivak has worked with high net worth individuals in all situations and through several market cycles. Client frustrations with the ‘Big Bank’ model of the business led him to want to improve the experience. Steve created Innovate Wealth with the vision to refocus the business away from a product sales culture and back to the clients, their education, their behavior, and do it all at a more affordable cost.

Steve has been in the financial services industry for 16 years and spent the last 10 working for Wall Street banks. He is a Certified Financial Planner™ (CFP©) and previously attained the Certified Divorce Financial Analyst (CDFA) and Certified Portfolio Managers (CPM) designations while at Morgan Stanley, and an engineering degree from Lafayette College. He spends his free time reading (a lot of finance!), with his dog Kimo, serving on various community Boards, or doing anything outside or active.

Verify Steve’s history by finding him on BrokerCheck.

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Steve Sivak

Meet Steve

Over the past 12 years, Steve Sivak has worked with high net worth individuals in all situations and through several market cycles. Client frustrations with the ‘Big Bank’ model of the business led him to want to improve the experience. Steve created Innovate Wealth with the vision to refocus the business away from a product sales culture and back to the clients, their education, their behavior, and do it all at a more affordable cost.

Steve has been in the financial services industry for 16 years and spent the last 10 working for Wall Street banks. He is a Certified Financial Planner™ (CFP©) and previously attained the Certified Divorce Financial Analyst (CDFA) and Certified Portfolio Managers (CPM) designations while at Morgan Stanley, and an engineering degree from Lafayette College. He spends his free time reading (a lot of finance!), with his dog Kimo, serving on various community Boards, or doing anything outside or active.

Verify Steve’s history by finding him on BrokerCheck.

Member of:

Schedule a 15-minute chat with Steve. You’ll get to meet him, discuss your situation, and discover if working with Innovate Wealth is right for you. There’s no obligation, and it’s free!

Steve working with clients
Steve with his dog, Kimo
Steve working with a client

Meet Michelle

Michelle is located in the busy suburbs of Washington, D.C. and attended the University of Maryland, Baltimore County with a degree in Financial Economics.

Michelle joined the wealth management industry and earned her Life/Health Insurance License and Financial Paraplanner Qualified Professional designation on the first attempts. She is currently a CFP® Candidate studying with Dalton Education and Northwestern University with a sincere interest in investments and estate planning.

After working with RIAs and client service for six years, Michelle founded Nifty Advisor Support to support advisors with her unique creative, technical, and project management skills.

She hopes to serve as a role model and encourage women and minorities to seek opportunities in financial services even if it means creating their own.

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Crafted for Innovate Wealth by Harris & Ward. Copyright 2018. All rights reserved.