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Products & Services
We provide assistance in the following areas:

Investments:
  • Access to Money Manager Programs
  • Mutual Funds
  • R.E.I.T.’s
  • Annuities
  • Trusts

Retirement Plans:
  • Traditional I.R.A.
  • Roth I.R.A.
  • Simple I.R.A.
  • Rollovers
  • 401(k)
  • Roth 401(k)
  • Simple 401(k)
  • 412(i)
  • 403(b)
  • Defined Benefit Plans
  • Deferred Compensation Plans

Tuition Funding Programs:
  • 529 Plans

Insurance:
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 Securities and Investment Advisory Services are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IPLLC is a Registered Investment Advisory Firm with the SEC under the Investment Advisor Act of 1940, and a registered Broker Dealer. 
Steven M. White is a Branch Manager, Registered Representative and Investment Advisor Representative of Innovation Partners, LLC.
Office of Supervisory Jurisdiction: 5950 Fairview Road, Suite 806, Charlotte, NC 28210
Phone: (704) 708-5461 Fax: (980) 265-1555
 


Check the background of this financial professional on FINRA's BrokerCheck.