Creating Wealth . . . for Creative Professionals

My firm, Creative Capital Group, is a boutique wealth management firm.

We work primarily with advertising, public relations and media professionals. One of our strengths is translating important “left brain” financial concepts to highly artistic “right brain” creative professionals.

Like many advertising agencies are now structured, Creative Capital Group is a horizontally-integrated network of highly specialized people whom we can call upon when the right circumstances arise.

Creative professionals tend to change jobs frequently and need to roll over their retirement money into their own plans. Also, they need to re-configure their benefits with each new job.This, obviously, is a major focus of what we do.

Also, many professionals in the “creative occupations” tend at some point in their careers to be self-employed or to own their own agencies . . . and thus need to establish their own personalized benefit plans.

Most importantly, we help our clients create a plan to eventually REALIZE the equity they have built in their own businesses.

Additionally, we work with agencies with 25 or fewer employees in setting up retirement plans, insurance and other company benefits.

We are headquartered in Manasquan, New Jersey in order to have access to the Metro NYC area.I live in Allentown, PA and have a personal office on Route 100 in Fogelsville, PA to service clients in the Suburban Philadelphia and Lehigh Valley areas. Office space is also available to serve clients in West Palm Beach, FL and Los Angeles, CA.