Who We Are

 

Our Philosophy
 
What you want: A comfortable retirement, free of financial worries.
What you need: An advisor who will strive to make that dream a reality.

 

What you want: To send your kids to college, buy a new car, improve your home, take the trip of a lifetime.
What you need: An advisor with the patience to help you zero in on your real goals, and to help you achieve them without compromising your future.

 

What you want: To pay no taxes.
What you need: A CFP® practitioner with the qualifications to guide you through the maze of tax regulations and ensure that you give Uncle Sam every penny he's entitled to... and not a penny more.

 

What you want: Great investment performance with no investment risk.
What you need: An advisor who is brave enough to tell you outright that there is no performance without risk. A firm who will not plug you into a pre-made investment model, but one that will custom design a portfolio just for you, that integrates your personal tolerance for risk - which we all have to live with - into a realistic plan to help achieve your financial goals.

 

What you want: To hear that everything is terrific.
What you need: An advisor who will always tell you the truth.

 

What you want: To find a place of personal contentment.
What you need: An advisor with the expertise, experience, and dedication to help you reach your comfort zone.
What you get: Mike Kresh, CFP® an experienced financial planner, and his staff, with a passionate commitment to helping you realize your dreams and the patience to guide you every step along the way.

 

Why We Do What We Do

 

A Day At The Races

 

Delray, Florida

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Vacationing

 

Lucerne, Switzerland

 

 

 

 Key West, Florida

Galavanting Around The Wineries

 

New Hampshire

 

Southern California

 

13th Birthday Cruises With The Grandchildren

 

Alaska

 

Western Caribbean

 

Bahamas

 

 

When in Italy

 

 

Rome

 

 

Who we are: Creative Wealth Management, LLC, a firm dedicated to going the extra mile.

 
 
 
Creative Wealth Management LLC is dedicated to providing  comprehensive, customized wealth management services 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
 

Financial Updates

Personal Financial News

Company Info

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

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