OUR SERVICES

Your financial roadmap, expertly crafted.

We help guide you toward your ideal financial future.

At CWM, we’re more than just a financial firm, we’re dedicated to designing the blueprint that aligns with your financial goals. We understand the aspirations of retirees, soon-to-be retirees, and dedicated business owners like you. When you join the CWM family, you're not just getting industry expertise – you're gaining a team of seasoned professionals, passionate about turning your goals into reality.

Our Integrated Wealth Counseling option is ready for you.

$175/MONTH

+ 1% OF ASSETS WE MANAGE UNDER CWM ADVISORY

We foster a high-caliber, personalized experience through every step. If you are in need of comprehensive guidance for your finances, CWM can serve as your personal CFO. This plan is crafted for individuals seeking bespoke, full-service wealth management. This service includes:

  • Budget/Cash Flow Analysis

  • Asset Monitoring

  • Goal Setting/Planning

  • Creative Wealth Tracker

  • Debt Management

  • Retirement Planning

  • Income Distribution Planning

  • Real Estate Analysis**

  • Lender Coordination

  • Negotiating with Salespersons

  • Education Planning/Funding

  • Charitable Giving/Philanthropic Planning

  • Employee Retirement Strategies

  • Estate Planning*

  • Tax Planning*

  • Life Insurance Analysis

  • Long-Term Care Analysis

  • Evaluating Third-Party Providers

  • Joining in Meetings with Attorneys/CPAs

*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.

Looking for more?

If you are in need of additional guidance, CWM can tailor a personalized plan to met your personal or business needs.

 

Ready to get started?

Embarking on this financial journey is a significant step, and we genuinely appreciate your trust. We're eager and ready to guide you personally through every milestone.