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The highly experienced financial advisors at Creative Wealth Management LLC. specialize in creating wealth strategies designed to serve your individual needs and goals.

We are pleased to offer our clients an innovative solution that allows all financial and family information to be organized and managed in one secure and private online location.

Want to check your account information? To review your account information for your Royal Alliance account or your eMoney account, please click the link below.

Latest Blogs

Daniel Kresh RP®   Would you rather have a small tax deduction this year or tax-free retirement money in the future? The unique advantages of a Roth IRA make ...
If you missed Michael Kresh's News 12 Long Island interview, on Trump's tax proposal last week, fear not.  We have added the video to the "Media" tab on our website. See the segment that aired, a...
Research Report
  • Assessing US Stock Performance Amid More Positive Economic News
Creative Wealth Management, LLC is a registered investment advisor and financial management planning firm led by Michael D. Kresh, CFP®.   With a highly personalized approach, Michael Kresh and his team help clients with retirement income planning, asset management and a variety of personal finance services.

The underlying philosophy of the firm is to help clients fully understand and clearly define what they want– goals that include a comfortable retirement, college funds, a future with no financial worries – with what they need to achieve those goals.

This is an important distinction that involves more than simply crunching numbers and creating an investment strategy.  With a raised awareness of what is needed, what is wanted, and what is realistically possible, clients are able to better focus on long-range planning for their lives, whether they are just starting out, preparing to send children to college or making plans to set a retirement date. 

 
For one client that goal may be a trip around the world, while for another it could mean the ability to devote time to community service, and yet another to begin a new business after retirement from a first career. Kresh and his team fully appreciate each client as individuals with their own unique goals, circumstances and timelines.

Creative Wealth Management, LLC helps clients reach goals with services that include

  • Investment management
  • Asset allocation
  • Integrated account aggregation
  • Retirement planning
  • Retirement income
  • College savings  for children and grandchildren
  • Wealth preservation
  • Pension plans
  • Financial education for business owners and employees
  • Document protection and management

Clients appreciate the knowledge and care provided by Michael Kresh and his team.  An experienced and highly regarded advisor, Kresh understands the importance of his role for clients in the short and long term.

Creative Wealth Management LLC is dedicated to providing comprehensive, customized wealth managementservices with the highest level of personal attention. We offer the full spectrum of financial planning services, including retirement planning, wealth management, investment management, and special needs planning.
 
To learn more about the professional history of this financial advisor(s), please visit FINRA’s BrokerCheck.
      

 

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Company Info

1377 Motor Parkway
Suite 212
Islandia, NY 11749
Phone: 631-232-9170
Fax: 631-232-9175
lforsberg@creativewealthllc.com

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