TOGETHER WE BUILD YOUR LEGACY
Brad and Skye met at the beginning of their careers as Financial Advisors during the training program at Merrill Lynch. It was there where they gained valuable experience advising high-net-worth individuals and managing their assets. After a few years of gaining insight into how large financial institutions operated, they realized that these companies generally were more focused on selling a product rather than providing the best solution for their clients. Branding themselves as a “one-stop shop” for every aspect of their client’s financial life while providing blanket services that the banks incentivize their advisors to sell. Brad and Skye saw this as an opportunity to create an independent wealth management practice that had complete autonomy of the suite of wealth management services that they provide with no incentive other than to create value for their clients.
Creative Investment Group was founded in 2020 to offer clients personalized relationships through a suite of value-focused wealth management services that provide financial peace of mind so clients can pursue what they are passionate about.
2020
Company Founded
$1 Million+
US Target Net Worth
$2.5 Million+
International Target Net Worth
Clients We Serve
Affluent Individuals / Families
Business Owners
Entrepreneurs
Professional Athletes
Corporate Executives
Physicians
Client Service
Offering our clients financial peace of mind to allow them to pursue what they are passionate about
Open communication to consistently evaluate their financial goals
Specialists dedicated to streamline and secure your entire financial picture
DETAILED DIFFERENTATIONS
NOT OWNED BY
A BANK
Free from the constraint of proprietary products and banking relationships, we are able to have complete autonomy with our clients to determine which investment options are best suited for their unique financial situation.
FOCUS ON WHAT
WE CAN CONTROL
By eliminating high fee investment products, avoiding unnecessary taxes, and applying your unique risk tolerance we focus on building the most efficient portfolio. This keeps the largest amount of money invested in your portfolio that over the long-term puts you in the best position to achieve your financial goals.
ACCESS TO OFF MARKET OPPORTUNITIES
LPL Financial puts us in an exclusive position to offer our clients investment opportunities that aren’t available to the public. This gives investors the ability to diversify their investments, manage market volatility, and provide an alternative source of return.
REQUEST AN INTRODUCTION
Getting started is easy
Answer a few quick questions and one of our associates will reach out to you.