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Client Experience |
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At Creative, you can expect what all of our clients have come to know: ongoing,
personalized, comprehensive wealth management.
We take the time to get to know our clients up front. We learn everything about
their current financial status, from savings rate, tax situation and legal documents
to retirement goals, exposure to risk of loss and investment experience. A wealth
manager consults with a team of in-house experts - including money managers, Certified
Financial Planners, CPAs and attorneys - and compiles actionable and specific recommendations.
We then work with the client to implement the tasks necessary to improve their financial
situation, which includes agreeing upon and implementing an investment portfolio
customized to the client's needs and goals. Creative's entire team is always on
call for each client, offering advice year round on any financial issue. |
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