alternatives for wealth management
Start building your financial legacy with our unique Milestone Clarification Process™. First, get a professional Second Opinion about your financial situation - the good and the bad. Next, we'll craft a long-term strategy with Wealth Charting. Third, our wealth architects will follow a set of specific milestones leading you to your long-term goals. And finally, enjoy transparent access to your financial plan - and your financial team - at all times.
Helping America rethink their money,
Creative Capital helps build legacies by accessing alternative wealth plans.
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Ready to grow your wealth?
If the stress of the changing market is causing discomfort in life, business or retirement, it's time to get a second opinion.
You don't have to be overwhelmed by the house of cards or distrust for the industry. You can have the financial legacy you deserve.
Frequently Asked Questions
Yes, we offer a complementary Second Opinion Service. You will meet with a wealth strategies for a high-level discussion about your financial circumstances, concerns, topics and questions. Whether the result is confirmation that you are on the right path or a recommendation that some adjustments may be in order, receiving a second opinion can help you gain confidence in your long-term plan.
Our team is compromised of certified wealth strategists and certified financial planners. We are registered and licensed in the majority of American states.
