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Kirk Chisholm

Wealth Manager & Principal

Innovative Advisory Group LLC

United States, Massachusetts, Lexington

About Me

Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group. His roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment markets. Kirk has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations since 1999. Kirk is dedicated to developing lasting relationships with all of his clients. One of the benefits of working with Kirk is his patience and his ability to provide clear, easy to understand e

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Profile Information

Wealth Manager & Principal

Innovative Advisory Group LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Lexington

Massachusetts

United States

Jan 9, 2025

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