CONNECT

Address:

1220 Valley Forge Road, Suite 3
Phoenixville, PA 19460

Phone:

(610) 560-2003

Fax/Other:

(215) 689-4698

Wealth Management for Executives

Your Financial Future

Today's financial markets are increasingly complex and constantly evolving. One of the most important decisions you can make is to seek the advice of a trusted, qualified, holistic wealth management firm to help guide you through the ever-changing landscape. 

At Creative Capital Wealth Management Group your goals and objectives are viewed as a series of destinations on a roadmap. Our vision is long term, holistic, and personalized knowing that the most appropriate plan for you is the one designed around you and using all of the members of your wealth management team - your attorney, CPA, insurance agents, and other life advisors.

When you engage CCWMG for planning or fee-based asset management services, we act as an Investment Advisor Representative (IAR).  IARs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their clients' best interests.

  • We've helped others like you: CCWMG has served our clients since our inception in 2003. Our team and subject matter partners have over 100 years of combined financial services experience.
  • Team approach around your goals: We help you integrate your existing team if you have one, or we help you build a team using our core structure and third party independent specialists. That usually includes a Certified Financial Planner (CFP), investment manager, insurance specialist, CPA, lawyer, and more. These professionals all work together to develop and implement the strategy to best accomplish your goals and objectives.
  • Comprehensive: We coordinate all aspects of your financial situation from college to retirement planning, income tax, and cash flow concerns, investment planning and analysis, risk management, and estate planning.
  • Trusted: We strive to earn your trust in everything we do. We do this by being completely honest, doing what we promise we will do, and only making recommendations that are in your best interest.
  • You choose the way we get compensated:  We use an industry leading "retainer-based" approach to our planning clients. This approach does not require assets to be with us. You can also engage us for asset management services; in this engagement, we receive fee-based compensation. Our motivation is to keep you happy through superior client service, innovative financial and investment strategies and value-added solutions.
  • We understand Alternative Assets: Our clients own many kinds of assets; some own private businesses, real estate or private equity. We help our clients make decisions on these assets.
  • We make your financial life easy to understand and track: Utilize our online LIFE vision portal and continue to invest in technology to help serve your needs. You receive access to our LIFE Vision portal, allowing you to view all of your accounts in one place as well as an online vault to store all of your financial documents.
  • Security: We do not maintain custody of client assets. We adhere to a strict client confidentiality agreement and do not share any personal client information with unauthorized third parties.

Retainer Based Planning

A flat fee, quarterly retainer with NO assets required to be managed by us. Sometimes where you have your money is where it might belong, but that doesn't mean you don't need advice you can trust. Our clients like our CFP® lead planning and no-conflict with product sales advice.

We develop with you a customized two-year plan to cover all of the various aspects of your wealth management planning journey.  We call this our Milestone Clarification ProcessTM, also known as MCP. It begins with these areas: insurance review, tax mitigation strategy review, investment allocation, selection review, wealth and estate transfer discussion, and retirement planning. The MCP includes access to our online planning and aggregation portal LIFE Vision, allowing you to see your overall financial picture in one location.

Part of the executive plan includes helping you understand social security as well as various health insurance options and benefits. View our example of LIFE Vision for Retirees HERE.

What to learn more? Click to schedule a virtual or in office complimentary consultation.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck