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At Creative Synergy, we offer the following services:

Wealth Management

Through wealth management, we can help you create and maintain an investment portfolio that helps you pursue your goals using appropriate diversification based on your objectives and risk tolerance. Our knowledge, experience, and professional resources provide our clients options they may not have otherwise, including a wide variety of traditional and alternative investment classes.

Financial Planning

Financial planning is the process of identifying your financial goals and creating a roadmap for how to aim for them. The primary objective is to determine how to build and manage assets and how to plan for the future. To create a financial plan, we seek to help you establish your short and long-term goals, determine your assets and liabilities, and evaluate your current financial position. From there, we can work together to develop and implement your financial roadmap.

Retirement Planning

Typically, clients planning for retirement are focused on managing and preserving their wealth. As part of the financial planning process, we help our clients design and implement practical strategies that aim to build a consistent income to let them fully enjoy their retirement years.

Estate Planning

Many individuals want to leave a legacy for their family. Estate planning is critical for ensuring your wishes are carried out. We can assist with your estate planning needs, including offering insight and appropriate recommendations on how to most effectively protect your family and transfer your estate.


Diversification helps you spread risk throughout your portfolio, so investments that do poorly may be balanced by others that do relatively better. Neither diversification nor re-balancing can ensure a profit or protect against a loss.

This information is not intended as authoritative guidance or tax or legal advice.  You should consult with your attorney or tax advisor for guidance on your specific situation.