Private Client Services

CREATIVE approaches the planning process with a profound view: no two clients are the same. This simple, yet often overlooked, perspective is the foundation upon which we build client relationships. It’s also why we’ve been able to establish and maintain such long-lasting partnerships with our clients. We deploy a comprehensive planning process by marshaling a network of experienced resources.

While many firms place products at the center of their service model, CREATIVE puts clients at the center of ours. We start conversations in a way that shows respect for you: by listening to your goals, objectives, worries, and concerns. Only by understanding what matters most to you can we develop a holistic plan that encompasses your lifetime and legacy objectives. Services we provide include:

  • Asset Management
  • Wealth Protection and Risk Management
  • Wealth Transfer, Trusts, and Estate Planning
  • Legacy Planning: Preparing the Next Generation
  • Business Planning and Succession
  • Personal Financial View®

Build it. Protect it. Create a Legacy.