The Innovative CPA Group Launches Affiliate Wealth Management Firm: Innovative Asset Advisors Group

Shelton, CT (July 2025) - The Innovative CPA Group (ICG) is thrilled to announce the launch of its affiliate company, Innovative Asset Advisors Group (IAAG), a new wealth management firm that officially commenced operations on July 1st, 2025. This milestone marks a strategic expansion in ICG’s commitment to delivering integrated, client-first financial solutions.

The formation of Innovative Asset Advisors Group marks an exciting new chapter in delivering comprehensive financial guidance. While operating independently, the firm shares a collaborative vision with The Innovative CPA Group, and clients can expect strategic alignment where appropriate. Through this partnership, IAAG delivers comprehensive services across financial administration, investment management, tax planning and preparation, estate and trust strategy, and bill payment. Shared staff and overlapping clientele help ensure a seamless experience across tax, accounting, and wealth services, while maintaining each firm's distinct focus and expertise. IAAG brings the benefits of a family office structure to clients at a significantly lower asset threshold, making elite, personalized financial services more accessible than ever.

Partner and Co-Founder Anthony Minopoli plays a leading role in shaping the firm’s investment philosophy while overseeing portfolio construction, strategic direction, and every facet of the client experience. A trusted advisor to family offices and ultra-high-net-worth individuals, Anthony brings more than three decades of institutional asset-management expertise, including stewardship of a $30 billion AUM investment portfolio as CIO of the Knights of Columbus Asset Advisors. His record of building high-performing teams and delivering consistent, risk-adjusted results across asset classes positions Innovative Asset Advisors Group to help clients protect and grow their wealth while offering investors the confidence that their capital is guided by proven leadership.

“With my partners, we’re excited to bring an institutional asset management approach to the wealth management space. We will provide broad wealth planning, asset allocation, and asset management capabilities to our clients,” said Minopoli. “Demand for independent, objective asset management has never been higher as individuals face increasingly complex financial decisions. Our mission is to deliver focused, client-first financial insight that supports long-term success. By understanding each client’s full financial picture, and when appropriate, collaborating with our colleagues at The Innovative CPA Group for integrated tax and accounting expertise, we craft strategies that grow and protect assets over time, whether through building portfolios, planning for retirement, or preserving wealth for future generations.”

The firm offers a full spectrum of wealth management services, including investment advisory, retirement and cash flow planning, trust and estate strategies, and tax-efficient planning. Clients also gain access to a broad range of insurance solutions, including life, disability, long-term care, and Medigap coverage from over 250 carriers. IAAG delivers a deeply personalized approach, enhanced by data-driven tools and fiduciary responsibility. Innovative Asset Advisors Group aims to redefine client experience by integrating advisory services with real-time financial analytics and collaborative planning.

Innovative Asset Advisors Group will be headquartered at 1 Enterprise Drive, Suite 425, in Shelton, Connecticut. For more information, please contact Tony Minopoli at tminopoli@innovativeaag.com or Charlie Smith at charlie@innovativecpagroup.com.

About Innovative Asset Advisors Group
Innovative Asset Advisors Group (IAAG) is a premier wealth management firm dedicated to providing client-centric financial guidance that fosters long-term success for individuals and businesses alike. Based in Shelton, Connecticut, IAAG provides a full suite of integrated wealth management services, including personalized investment advisory, retirement and legacy planning, risk management, business succession strategies, and tax-efficient estate solutions.

Our experienced team of wealth advisors takes a personalized, holistic approach, carefully evaluating each client’s financial landscape to craft strategies that adapt as their needs evolve. We combine fiduciary responsibility with advanced, data-driven tools to enhance decision-making and deliver measurable value.
At IAAG, we are redefining the client experience by integrating real-time financial analytics with collaborative, forward-looking planning. Trust Innovative Asset Advisors Group for excellence where innovation and expertise meet.

About The Innovative CPA Group
Founded in 2017 by Lauren Shugrue and Charles D. Smith, The Innovative CPA Group (ICG) is a premier team of professional accountants committed to delivering high-quality accounting, tax, fiduciary, and business services to both individuals and businesses. With a dedicated team of more than 90 employees, ICG operates from strategic offices across Connecticut, including Bethel, Bridgeport, Hamden, Norwalk, Ridgefield, and its headquarters in Shelton.

As a nationwide firm, ICG takes pride in serving a diverse clientele spanning the state of Connecticut and the entire United States. The core of ICG’s success lies in seamlessly integrating innovative technology and adopting a collaborative approach. This unique combination enables them to maintain unparalleled customer service standards, offering clients peace of mind as they navigate their financial landscapes.