A Better Environment For Your Retirement
Financial Planning | Retirement Planning | Asset Management | & More
Choosing what to do with your money is a big deal. It's not something to entrust to just anyone. You want someone knowledgeable and experienced, but also patient and understanding. Someone who cares and wants to build meaningful connections, not transactional ones. Those values are why we started our firm, and what we strive to carry out every day.
Creative Wealth Management, LLC is run by father and son duo Mike and Dan Kresh. We want to help people use the tool of money better, and change how they think about finances, one decision at a time. By prioritizing generation-spanning relationships, education, and discovery, our team helps clients retire, save, and build lives filled with meaning.
No cookie-cutter solutions here
Your financial plan should fit like a well-tailored suit. That fit doesn’t come from an off-the-shelf solution, it comes from conversations and time. Before we start making recommendations, we work with you to identify the stops you’d like to make on your journey.
By the end of our initial discovery process, you’ll be able to clearly define your goals. Whether that’s retiring comfortably, funding your children’s education, or even starting a new career.
It’s more than simply crunching numbers. You’ll be able to distinguish:
- What you want
- What you need
- What’s possible
This insightful and highly individualized approach can have a profound impact on how you feel about your financial future in the present. And that’s what it’s all about: pursuing what matters most so you can live your best life.