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

Kirk Chisholm
Wealth Manager & Principal
Innovative Advisory Group LLC
United States, Massachusetts, Lexington
About Me
Profile Information
Wealth Manager & Principal
Innovative Advisory Group LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Lexington
Massachusetts
United States
Jan 9, 2025
Keylinks
More profiles to browse
TP
Timothy Picciott
Wealth Manager, Wealth Advisor
J. Mark English
Wealth Advisor
RK
Rajeev Kotyan
Principal, Co-Founder, Chief Compliance Officer and Chief Risk Manager
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc