Inspiring You to Reach Your Financial Goals

At Creative Wealth Management, we are passionate about providing in-depth financial education and planning services so that you can accomplish your financial objectives.Call Today!

About Creative Wealth Management

Our mission is to guide you through all financial situations so that you can have a better understanding of your financial picture and make informed financial decisions.

At Creative Wealth Management, our first focus is on providing the education you need to make clear and comprehensive decisions about your economic future. We work with each client as an individual, ensuring we understand your entire situation and defining your ultimate goal so that we may best advise you.

Our team of financial advisors is always available for you, no matter what opportunity arises or how circumstances evolve over time. Once you have begun working with us here at Creative Wealth Management, you can give us a call anytime, for any reason. We want to be your resource for financial advice and guidance.

We work with people in all types of situations, from small business owners hoping to discuss retirement planning to families who want to begin saving for their child’s college tuition. No matter your financial goals, the team at Creative Wealth Management is proud to provide you with the knowledge and guidance you need.

We have a fiduciary duty to you and we take this obligation seriously. It is our moral and legal responsibility to keep your best interests in mind throughout every financial transaction, during all analysis, and throughout our entire partnership. It is our pleasure to provide you with the best tools available for your financial success.

Meet the Creative Wealth Management Team!

We are a group of local financial advisors and we stand ready to assist you

Tammy and Jonathan co-founded creative Wealth Management. We are passionate about providing clients with the education and in-depth planning they need to reach their objectives.

Creative Wealth Management maintains a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc. Member FINRA/SIPC. Privacy Notice. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Creative Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

State affiliations: We currently do business in AK, AZ, CA, CO, GA, ID, IN, MO, MT, NJ, OR, TX, UT, US Virgin Islands, and WA.

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.