Frederick Hubler had the idea that a total wealth management firm should cater to a small amount of extraordinary clients. From that small idea, he founded Creative Capital Wealth Management Group in September 2003. The company’s main goal: provide exceptional client service while allowing high net worth individuals’ access to institutional strategies and platforms.
Over the years, we found that a team approach is an effective method to help clients with a wide variety of needs as they maneuver through a complex financial-services world. We learned how there is not one strategy that fits the needs of every single person. Through this discovery, we created a process in 2016 that allowed us to customize a plan for each individual that is created from an overall template we call the Milestone Clarification ProcessTM. This allows us to focus even more on what each client’s specific needs are and what exactly we can do to help. Each client gets our undivided attention – from planning to execution to even follow-ups. We take a proactive approach in helping clients develop a plan that addresses their goals and objectives.
While we work based off customized plans for each client, there have been other changes throughout the years. Thanks to construction near our office building back in 2015, we moved from in-office only meetings to giving clients the options of having in office or virtual meetings. Soon after we made this switch, we started growing in other states. We have clients who we haven’t seen in years and clients we never met face-to-face. We now have clients in over 15 states because we took advantage of technology and can meeting virtually. Meeting this way allows clients to still get that personal interaction with us without having to travel.
We strive to anticipate and address any type of situation a client has as they occur since we recognize that every encounter their own set of challenges through the process. We want to keep clients on track toward a meaningful purpose-driven financial future. We do this by listening, understanding, and helping client in any way we can best serve them.
I built CCWMG with the intent that people should be able to get advice they can trust and access to accredited investments so they can live a life of significance.Frederick E. Hubler, Jr. President, Chief Wealth Strategist
At CCWMG, we are committed to helping the communities we live and work in - and the people and small business that bring them to life - prosper and be strong and vibrant. We are a partner doing what we can to help our communities think big and reach their goals. We believe that is what being a good neighbor is all about.
Whether it is serving as an officer, helping with donations, or spending time as a volunteer, below are links to just some of the communities and organizations that CCWMG and our team have worked with and supported over the years.
Wouldn’t you like to know if you are on the right financial path? Schedule your Second Opinion Service meeting, and speak with an experienced advisor. The only cost is your time – the results could be invaluable. Great things start with a conversation.
There are several differences between standard fee-based advisors and retainer-based clients, some that people don’t even think about. Check out the top 12 benefits of retainer-based planning!