Creative Capital Wealth Management Group

Overview

Creative Capital Wealth Management Group is an independent, privately owned advisory firm organized as a corporation and focused on individual and family clients. The firm is state-registered in New Jersey and Pennsylvania and delivers financial planning and portfolio management services for individuals and small businesses. Its compensation mixes percentage-of-AUM billing with fixed fees and other arrangements. The firm also operates as a registered representative of a broker-dealer and as an insurance broker. That dual role means advisory relationships are paired with brokerage and insurance product distribution capabilities, which helps explain the firm's use of annuities alongside managed portfolios. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices