Wealth Strategies

An experienced team of CREATIVE financial advisors works together for you.

Strategic Excellence

CREATIVE’s wealth strategies team is comprised of some of the most experienced financial minds that constantly monitor regulations, taxes and the political climate to help us stay current and deliver solutions that are ahead of the curve.

Collective Expertise

This dedicated team of professionals benefits from shared collective experiences in wealth preservation, growth, and transference that helps us deliver the most current thinking to our clients.


Along with your advisor, this team works tirelessly to ensure that your unique wealth planning goals and objectives for you, your family, and your business are identified and achieved. Together, they work on your behalf to deliver a fully-integrated, client-focused plan.

Customized Solutions

No two CREATIVE clients have identical needs. Our objectivity and dedicated thought leadership enables us to deliver actionable strategies and tangible insights that are relevant to each client’s lifetime and legacy goals.

Distinguished Credentials

Our team has a level of expertise in many financial planning, investment, and business disciplines. Many of them hold distinguished credentials, including AEP, CFP®, JD, and LLM.

Insurance Planning

The CREATIVE team works with you to assess your financial position and develop a plan that meets your current and future objectives. Our team offers expertise covering a wide range of wealth accumulation and preservation strategies.