Discussion with Hal Carmean and Client
Integrated Wealth Counselors
We support our clients in every way we can.
Woman Running
Meet W(h)ealth
We offer integrated health and lifestyle coaching.
We Can Help You Grow Your Goals
We Can Help You Grow Your Goals
We have different plans to help you achieve your short-term and long-term goals.
7 Step Business Valuation
7 Step Business Valuation
Do you know how much your business is really worth?
The process we follow is the same for every client, and it's geared towards helping us make the best decisions for your financial future. Even our plans have plans.
READ MORE
When you live healthier, you have more time and ability to enjoy your wealth. W(h)ealth is an integrated component of Creative Wealth Management dedicated to providing you with the roadmap for a healthy and sustainable lifestyle.
READ MORE
Retirement comes with its own unique set of challenges. We strive to use our experience, skill, and thorough understanding of your needs to build a portfolio that has the highest likelihood of helping you face these challenges.
READ MORE

Grow Your Goals With Us.

We're experts in our industry. We have the knowledge base and experience to plan for all your financial goals, and we base our decisions on what's best for you.

Creative Wealth Management is a financial services company that specializes in assisting individuals, business owners, professionals and their families plan for a sound financial future. As wealth counselors, we act as the conduit between our clients and their financial goals. Our aim is to preserve and protect the futures of families and businesses by establishing pre-retirement, retirement, financial and estate planning strategies.

 

OUR TEAM

Harold L. Carmean II

Harold L. Carmean II

President/Partner
Laura Balback

Laura Balback

Chief Compliance Officer/Partner
Kelley Rakow

Kelley Rakow

Health & Lifestyle Coach
Tristan Jacobi

Tristan Jacobi

Financial Advisor
Ciara Jacobi

Ciara Jacobi

Integrated Marketing Director
Carol Verdis

Carol Verdis

Administrative Assistant

Services for Every Stage in Life

Creative Wealth Management offers a variety of services to help your financial goals.

Check out Our Blog

Exercise Less, Move More

Exercise Less, Move More We are all over-worked, stressed out, and encouraged to physically distance from others.  However, now more […]

The Three Reasons People Avoid Estate Planning

My company recently did a survey with Quest Research Group in the wake of Covid-19 to find out how prepared […]

summer sunflower

Stay Safe: Sun & Heat Tips for Summer

Stay Safe: Sun & Heat Tips for Summer Summer is the season that beckons us all to come outside. Long, […]