Wealth Creation Management Group LLC

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Client assets under management

$101,346,250

Clients

157

13% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$645,518

About

Wealth Creation Management Group LLC provides discretionary asset management and financial planning to individual and high‑net‑worth clients. Its services include ongoing portfolio management, financial plans that cover wills, estate and tax considerations, retirement and college planning, and public seminars and workshops intended to educate prospective clients.

The firm tailors investment programs to each client’s goals, time horizon and risk tolerance and uses a mix of fundamental, technical, charting and cyclical analysis across strategies that range from long‑term holdings to short‑term trading; accounts are monitored and reviewed at least quarterly and rebalanced as needed. WCMG also manages held‑away retirement plan participant accounts through a third‑party platform, enabling discretionary rebalancing without taking custody of client login credentials.

Distinctive elements noted in the brochure include its free public seminars and workshops, a feature that is uncommon among similar firms, and the use of a third‑party held‑away platform to actively manage defined contribution participant accounts. The firm reports about $106.1 million in discretionary assets under management and its principals are licensed insurance agents who may receive external compensation for insurance products, a disclosed potential conflict of interest.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Wealth management Tax-loss harvesting

Fee options

Fixed

Financial planning fees between $250 and $1,000, billed 50% in advance, balance due upon plan delivery

Percentage

$0 - $1,000,000: 1.75% Over $1,000,000+: 1.10%

Main office location

Wealth Creation Management Group LLC

Monroe NY, United States

Number of offices

Most active in

Florida · New Jersey · New York · North Carolina

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 845-774-1144

Advisors at this firm

Joseph B

Series 63, Series 65, Series 66

Monroe, NY

Wealth Creation Management Group LLC

Joseph Barreiro is a financial advisor at Wealth Creation Management Group LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Wealth Creation Management Group since 2019. Prior to that, he was affiliated with United Planners' Financial Services of America and INVEST Financial Corp. Barreiro also operates as an independent insurance agent. Wealth Creation Management Group LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm offers tailored investment programs and conducts free public seminars and workshops, using a range of analytical strategies and a third-party platform to manage retirement plan participant accounts.

Wealth management Tax-loss harvesting

Marilyn V

Series 66

Monroe, NY

Wealth Creation Management Group LLC

Marilyn Vander Plaat is a financial advisor with Wealth Creation Management Group LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at United Planners' Financial Services of America and Invest Financial Corporation. Outside of advisory work, she is the bookkeeper for Vander Plaat Memorial Home LLC, a family-owned funeral home. Wealth Creation Management Group LLC provides discretionary asset management and financial planning to individual and high-net-worth clients. The firm offers tailored investment programs and educational seminars, using a combination of fundamental, technical, and cyclical analysis across a range of strategies.

Wealth management Tax-loss harvesting

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