SERVICES & PRICING

CWM wealth network in shape of a wheel

Financial Options for every Stage In Life

We are an independent financial services company that focuses on providing customized planning strategies that are designed to work towards meeting each client’s specific goals. Our advisors specialize in assisting retirees, individuals approaching retirement, and business owners who are working towards a sound financial future.

When you choose CWM, you benefit by obtaining comprehensive advice from a team of experienced financial services professionals with many years in the industry in addressing your particular financial needs. The services we offer are designed to help you best meet those needs.

WE COVER IT ALL

We help take the burden off by providing a wide range of financial services.

  • Investments
  • Estate Planning*
  • Insurance
  • Tax Planning*
  • Education & Monitoring
  • Retirement Planning
  • Education Planning
  • Goal Setting & Planning
  • Cash Management
  • Assets & Debts
  • Employee Benefits
  • Real Estate**

LEARN ABOUT OUR SERVICE PLANS

Financial Planning

$50/mo.

+1% OF ASSETS WE MANAGE UNDER CWM ADVISORY

  • Access to a trained financial advisor who can answer any financial question you have, big or small, tailored to your life, circumstances, and individual goals.
  • Meet on your terms through email, phone, or video chat, whenever you need advice on paying down a loan, budgeting, or general finances.
  • A focused partner helping you plan for retirement, starting a family, a new car, a new home, or whatever else life throws your way.
  • If you have assets under our management or someone else's, we’ll monitor them and make sure they’re balanced with your goals.

Integrated Wealth Counseling

$125/mo.

+1% OF ASSETS WE MANAGE UNDER CWM ADVISORY

  • We become your household advisor, creating detailed financial plans to help you work toward whatever your goals are.
  • Asset management and monitoring, reviewing your allocations and rebalancing to make sure they comply with your financial strategies and current goals.
  • Education planning, retirement planning, and estate planning so we can help you prepare for the road ahead, no matter where you are in life.


FEATURES

Cash Management

Education and Ongoing Monitoring

Goal Setting & Planning

Asset Monitoring

Asset Management

Tax Planning*

Retirement Planning

Employee Benefit Strategies

Estate Planning

COMPARE OUR PLANS AND SEE WHAT WORKS

FINANCIAL PLANNING 


INTEGRATED WEALTH COUNSELING


GET STARTED TODAY

*Creative Wealth Management, LLC does not offer legal or tax advice. This material is not intended to replace the advice of a qualified tax advisor or attorney. Please consult legal or tax professionals for specific information regarding your individual situation.
**Creative Wealth Management, LLC does not buy or sell real estate.