Building
financial results.
You don't have to be overwhelmed by the market or distrust for the industry. This may be the Wealth Management Alternative you’ve been seeking.
- Transparent access to your financial plan - and your financial team - at all times
- Our Milestone Clarification Process™ allows you to keep all your assets where they are.
- Your money is invested where it has the best chance to perform — at a risk level you’re comfortable with.
You can have the financial legacy you deserve.
Schedule a Complimentary Session.
Every person should be comfortable with his or her financial strategy. Our wealth advisors will dive into your current asset allocation and evaluate your goals.
Retainer-Based Planning &
Wealth Management
At Creative Capital, we have options that allow you to keep your assets where they're performing best. Our wealth management process allows us to monitor your long-term planning goals for a flat fee, without moving your assets.
Frederick E. Hubler, Jr. MBA CWS®
CEO & Chief Wealth Strategist
From building a financial powerhouse to sharing his expertise, Frederick's (Fred's) journey is one of innovation and service. With experience in both finance and technology, Fred founded Creative Capital, a wealth management firm spanning 25+ states. Their unique retainer-based model and access to accredited investments set them apart. He focuses on guiding others, not only leading his own firm, Frederick also coaches financial advisors through his Retainer-Based Academy.
Fred is also known for sharing his insights: A sought-after expert, Fred provides economic and stock market commentary, appearing in The Wall Street Journal, US News & World Report, and even contributing to Forbes.com.
Second Opinion Service (SOS)
Get a professional opinion
If the stress of the changing market is causing discomfort in life, business or retirement, it's time to get a second opinion. You don't have to be overwhelmed by the house of cards or distrust for the industry to have the financial legacy you deserve.
Portfolio Management
Asset Management
Working directly with you, our team aims to ensure that your money is invested where it has the best chance to perform — at a risk level you’re comfortable with. We offer full transparent access to your financial plan and team - at all times.
wealth management starts here
The Milestone Clarification Process™
Start building your financial legacy with our unique Milestone Clarification Process™. First, get a professional Second Opinion about your financial situation - the good and the bad. Next, we'll craft a long-term strategy with Wealth Charting. Third, our wealth architects will follow a set of specific milestones leading you to your long-term goals. And finally, enjoy transparent access to your financial plan - and your financial team - at all times.
Nationally recognized
Ready to grow your wealth?
Start with a second opinion
If the stress of the changing market is causing discomfort in life, business or retirement, it's time to get a second opinion.
You don't have to be overwhelmed by the house of cards or distrust for the industry. You can have the financial legacy you deserve.