WHO ARE WE?

the creative wealth management team

About US

We're experts in our field, and we have a passion for seeing others succeed.

Creative Wealth Management specializes in assisting individuals, business owners, professionals, and their families plan for a sound financial future. As wealth counselors, we act as the link between our clients and their financial goals. Whether you are planning for a fast-approaching retirement or trying to budget for your child’s college fund, our expert planners can help.

Our mission is to preserve and protect the futures of families and businesses by establishing pre-retirement, retirement, financial and estate planning strategies.

At Creative Wealth Management, we have made a commitment to excellence in everything we do, and we always aim to exceed client expectations.

Meet Our Team

Harold L. Carmean II

President/Partner
hcarmean@mycwmanagement.com

Harold "Hal" L. Carmean II is the President and owner of Creative Wealth Management, LLC. He specializes in helping individuals and business owners avoid common financial mistakes while creating a financial model for near and long-term success. See Full Bio

Laura Balback

Chief Compliance Officer/Partner
lbalback@mycwmanagement.com

Laura has one of the most important roles at our firm. She is responsible for overseeing and ensuring compliance with laws, regulatory requirements, policies, and procedures. See Full Bio

Tristan Jacobi, CFP®

Financial Advisor
tjacobi@mycwmanagement.com

Tristan graduated from Slippery Rock University of Pennsylvania in December of 2017 with a degree in Finance. Following graduation, Tristan was able to begin gaining experience in the financial industry right out of downtown Pittsburgh. See Full Bio

Carol Verdis

Director of Operations
cverdis@mycwmanagement.com

Carol grew up in New York and moved to Delaware in 2018. She graduated from the State University of New York at New Paltz and worked as an office manager in a law firm for over 20 years. See Full Bio