Our Mission
Creative Investments was born out of necessity for integration in the Wealth Management industry. Our goal is to break the barriers of traditional wealth management by forming a team of qualified professionals from diverse financial services backgrounds to provide an all-in-one solution. Most families work with a number of financial professionals, yet they don’t interact. Your financial life has many moving parts, what matters most is that they all work together to help you achieve your goals.
LPL Financial helps us ensure that our business runs efficiently and that all transactions are processed quickly and compliant with all regulations.
Working with Creative Investments, LPL Financial operates in the same way a bank would by holding our clients’ assets safely. They utilize the same securities and safeguards to protect our clients’ assets. LPL Financial does not influence any of our decision-making processes with the securities our client’s own.
*As reported in Financial Planning magazine 1996-2018, this information is based on total revenues.