Creative Capital Wealth Management Group logo

Creative Capital Wealth Management Group

Updated today

Client AUM

$35,000,000

Clients

200

Advisors

5

of 5 employees

About

Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management and provides ongoing supervision of custodial accounts. The firm also offers a 12‑month tax mitigation program, may recommend third‑party money managers, and includes alternative investments and privately placed securities among its investable options.

The firm generally manages client accounts on a non‑discretionary basis and requires client affirmation before implementing trades, while offering a Household Endowment Model that leverages SEI and carries discretionary authority only for accounts enrolled in that program. Creative Capital describes using both fundamental and technical analysis and adheres to a long‑term investment orientation, with periodic reviews at least quarterly.

Noteworthy aspects disclosed in the brochure include that several associated persons are registered representatives of a broker‑dealer and are licensed insurance agents, meaning clients may be presented commission‑based products alongside advisory services and the firm discloses the related conflicts of interest. The brochure also notes the principal’s separate educational lead‑generation website focused on Delaware Statutory Trusts and 1031 exchanges, and reports $35 million in non‑discretionary assets under management, with discretionary authority largely confined to the SEI model program.

Client services

Financial planning Portfolio management

Expertise

Tax-loss harvesting Private / alternative investments Wealth management

Occupation focus

Executive Founder/Business Owner

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Fee options

Fixed

Annual retainer fee of $24,000 ($6,000 per quarter); Tax Mitigation Program fee of $6,000 annually.

Percentage

$500,000+: 1.0% annually

Subscriptions

Annual retainer financial planning fees billed quarterly ($6,000 per quarter).

Other

Account minimum: $1,000,000

Main office

1208 Kimberton Road

Chester Springs PA 19425

Advisors at this office

5

Most active in

New Jersey · Pennsylvania

Also doing business as

Create Capital Wealth Management · Creative Capital Wealth Management Group · Creative Capital Wealth Management Group, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Sean G

Series 63, Series 65

Chester Springs, PA

Creative Capital Wealth Management Group

Sean Gunning is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials and 11 years of industry experience. His work history includes roles at Arkadios Capital, Realta Investment Advisors, and ADP LLC. He maintains an inactive business entity, Top Gunning, LLC, which was formerly used for real estate investments. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, offering a 12-month tax mitigation program and access to alternative investments. The firm manages most accounts on a non-discretionary basis, employing both fundamental and technical analysis with a long-term investment orientation.

Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner
user avatar

Raymond M

Series 66

Chester Springs, PA

Creative Capital Wealth Management Group

Raymond Martin is a financial advisor at Creative Capital Wealth Management Group with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including MassMutual Life Insurance Co, Citi Group, and Northwestern Mutual Investment Services. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, focusing on both fundamental and technical analysis within a long-term investment approach. The firm offers a range of services including a tax mitigation program, third-party money manager recommendations, and alternative investments, while generally managing client accounts on a non-discretionary basis.

Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner
user avatar

Liam M

Series 63, Series 66

Chester Springs, PA

Creative Capital Wealth Management Group

Liam Mc Intyre is a financial advisor at Creative Capital Wealth Management Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Arkadios Capital. Outside of finance, he is the owner and personal trainer of DefySize Fitness and Coaching LLC, providing fitness and self-defense coaching. Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management, offering a mix of fundamental and technical analysis with a long-term investment approach. The firm manages accounts primarily on a non-discretionary basis and includes alternative investments and privately placed securities among its options.

Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner
user avatar

Frederick H

Series 63, Series 66

Chester Springs, PA

Creative Capital Wealth Management Group

Frederick Hubler Jr. is a financial advisor with Creative Capital Wealth Management Group, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Arkadios Capital since 2020 and has been involved with Creative Capital Wealth Management Group and independent insurance agency work since 2003. Outside of advisory roles, he coaches other financial advisors on transitioning to retainer-based practices and contributes articles on alternative investments to Forbes.com. He also serves on the advisory council for Renault Winery. Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management, offering services including tax mitigation programs, alternative investments, and third-party money manager recommendations. The firm generally manages accounts on a non-discretionary basis, with discretionary authority primarily within its Household Endowment Model.

Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner
user avatar

Derek D

Series 63, Series 65

Chester Springs, PA

Creative Capital Wealth Management Group

Derek Dobin is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior work includes a decade with Prudential Insurance Company of America and Pruco Securities. He currently serves as Managing Director at Creative Capital, where he also functions as a senior wealth strategist. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, offering a 12-month tax mitigation program and access to alternative investments. The firm generally manages client accounts on a non-discretionary basis and employs both fundamental and technical analysis with a long-term investment approach.

Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner
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