Begin your journey to financial freedom with Creative Wealth Management
Utilize our financial planning services to begin retirement planning, structure your investment portfolio, undertake estate planning, discover long term care options, and more.
Creative Wealth Management
Our team is here for you through every step of the financial planning process.
At Creative Wealth Management, we consider every aspect of your financial situation to provide you with a holistic education and appropriate plan to manage your wealth. We address your unique circumstances with our highest regard to ethics in our fiduciary obligation to provide you with the best tools for your financial success.
Managing your wealth has never been easier
Introducing the Raymond James Client Access App designed for your busy life.
We know that you are on-the-go with family, friends, social engagements, and work obligations filling your calendar. That’s why you can now use our Client Access App to access all of your financial information from your mobile device.
To use this convenient app on just about any mobile device, you must first have a brokerage account with us and be enrolled in Client Access through our website. Then, simply download the app in Apple’s App Store or the Google Play Store. Once you have the app downloaded and you are signed in, your financial information will be only a tap away!
Our Process
With our assistance, you will receive personalized planning and support.
At Creative Wealth Management, we consider every client’s unique financial situation to bring them clarity and to optimize each client’s roadmap. We start with a discovery meeting that helps us to understand upon which path you will travel. During this time, we consider both your existing situation and your ultimate goal, delineating the starting point and endpoints so that we can map the best route of your journey.
We gather extensive information about your financial resources, tax considerations, and future goals. Additionally, we will assess your understanding of financial concepts and terminology so we can tailor our explanations to your knowledge.
Our follow-up to the discovery meeting is our analysis, where we provide options and suggestions to guide you along the best route. After analyzing your circumstances, we will consider both defensive and offensive strategies. Defensive strategies help mitigate risk and preserve what you have while offensive strategies are designed to create and accumulate wealth. We provide objective recommendations that coordinate and unify your plan. Once you understand and approve our recommendation, the plan will be implemented.
We continue the journey after implementation with periodic reviews, recommending adjustments based on current market conditions and life changes. Situations change; therefore, it is important to re-evaluate and ensure the current plan is meeting your needs and goals.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.