Wealth Creation Management Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$101,346,250
Clients
157
Advisors
2
of 2 employees
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
Expertise
Fee options
Financial planning fees between $250 and $1,000, billed 50% in advance, balance due upon plan delivery
$0 - $1,000,000: 1.75% Over $1,000,000+: 1.10%
Main office
Monroe NY
Advisors at this office
2
Most active in
Florida · New Jersey · New York · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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.
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