CREATIVE CAPITAL WEALTH MANAGEMENT GROUP

Overview

Creative Capital Wealth Management Group is a small, privately owned wealth advisory firm that focuses on individual and family clients. The firm operates as both a registered representative of a broker-dealer and an insurance broker, which allows it to combine fee-based advisory services with brokerage and insurance solutions. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. Investment activity shows a clear equity preference: the firm allocates the largest share of client assets to exchange-traded equities and appears to use liquid, listed instruments as the backbone of client portfolios. Creative Capital is not positioned as an ESG-focused manager, and it does not identify as a multi-state or pension consultant adviser. It does make use of third-party alternative managers (notably in real estate) and employs annuities and mutual funds as part of its toolkit, reflecting a hybrid approach that blends marketable securities with insurance and alternative exposures.

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Location & Offices