Broker Check

4905 Dickens Road, Suite 108, Richmond, VA 23230

804-355-5543
jlaneave@wealthinnovationsllc.com

Walking Together Through Life’s Financial Decisions Deserves a Team in Your Corner

We're here to simplify the complicated, answer the tough questions, and help you move forward with a plan that truly fits your life.

What We do
Financial Guidance Built Around Your Life

We help people just like you take the next step with their finances — whether that's planning for retirement, managing a growing portfolio, or simply getting organized. Whatever you need, we're here to help.

WELCOME
You Don't Have to Figure It Out Alone

Money can be stressful. Planning for the future can feel overwhelming. But it doesn't have to be that way. We work with clients who want a steady team and a clear voice to help them navigate their financial lives. Our job isn't to talk over your head — it's to walk beside you, explain things clearly, and help you feel confident about the decisions you're making.

Our Solutions
Whatever You're Facing, We Can Help

Your financial needs are unique, and you deserve guidance that reflects that. Here are some of the ways we support our clients.


Portfolio Management

We'll help build and manage a portfolio that's designed around your goals — and we'll keep watch over it so you don't have to worry about every market headline.

Learn more

Retirement Planning

Retirement should be something you look forward to. We'll help you put a plan in place so you can approach it with clarity and confidence.

Learn more

Risk Management

Life is unpredictable, but your financial plan doesn't have to be. We'll help you identify risks and create strategies to help manage them.

Learn more

Estate Strategy

Planning for what comes next is one of the most meaningful things you can do for your family. We'll guide you through it with care and attention.

Learn more

Life Insurance

Life insurance can be confusing, but it doesn't have to be. We'll help you understand your options and find what fits your family's needs.

Learn more

HNW Client Guidance

Significant wealth comes with unique challenges. We provide hands-on support to help high-net-worth clients stay organized and on track.

Learn more

Extended Care Strategies

Long-term care planning is easy to put off, but addressing it early can make a meaningful difference down the road. Let us help you think it through.

Learn more

Small Business Guidance

As a business owner, your personal and professional finances are deeply connected. We'll help you bring both sides into focus.

Learn more

Social Security Strategies

Social Security decisions can have a lasting impact. We'll help you understand your choices and choose the path that makes the most sense for you.

Learn more

Cash Flow Analysis

Getting a clear picture of your income and spending is one of the most valuable things you can do for your financial health. We'll help you do just that.

Learn more

Education Strategies

Planning for education costs is a big deal for families. We'll help you explore your options and find a strategy that works without derailing your other goals.

Learn more

Charitable Giving

Giving back should feel good — and it can also be smart. We'll help you explore ways to align with both your heart and your financial plan.

Learn more

Special Needs Trust

If you have a loved one with special needs, planning takes an extra level of thought. We're here to help you build a strategy that puts their well-being first.box-empty

Learn more

Debt Management

Debt can feel like a weight. We'll help you create a clear plan to manage it while still making meaningful progress toward your goals.box-empty

Learn more

Financial Education

We want you to feel informed and empowered at every step. That's why we make ongoing education a core part of the work we do together.

Learn more
How To Get Started

About Our Firm
We're Here Because We Believe in What We Do

We didn't build this firm to push products — we built it to help people. Every client we work with has a different story, and we take the time to understand each one. Whether you're navigating a major life change or just want to get your finances in order, our team brings patience, clarity, and a genuine desire to help. With multiple professionals working together on your behalf, you get a broader range of insights and a deeper level of support. We measure our success by yours, and we're proud of the relationships we've built along the way.

Wealth Innovations Client Process
Getting Started Is Easier Than You Think

We keep things simple because financial planning should feel manageable, not overwhelming. Here's what working with us looks like.

1. Discover
Understanding Your Goals, Values & Vision

We begin by listening. Through meaningful conversations, we seek to understand your financial goals, retirement vision, family priorities, concerns, and the life transitions that matter most to you. This discovery process creates the foundation for a personalized strategy built around what is most important to you.

2. Design
Building Your Personalized SWAN Plan

Using our S.W.A.N. (“Sleep Well At Night”) planning framework, we coordinate investment strategy, retirement income planning, tax-efficient strategies, healthcare planning, estate & legacy considerations, and risk management into one integrated financial roadmap tailored to your life and long-term goals.

3. Walk Together
Guiding, Adjusting & Supporting Through Life’s Changes

Financial planning is not a one-time event. As life evolves, we continue walking alongside you through retirement, market changes, healthcare decisions, family transitions, and legacy planning needs — helping you stay aligned, informed, and confident every step of the way.

Schedule a Call

Our Resources
Helpful Reads to Keep You Informed

We share resources regularly to help our clients stay informed and inspired. Take a look at some of the latest below.

Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.
Learn More
Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
Learn More
The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Learn More

Get Started
Let Us Help You Take the First Step

You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Schedule a Call