Creative Wealth Strategies
Comprehensive Wealth Management Strategies for Dentists and Specialists
At Creative Wealth Strategies, we understand that each dentist's financial situation is unique and deserves an equally unique approach designed to help put you on track to pursuing your financial goals. It involves careful consideration with regard to your current life and all its complexities, as well as developing strategies for the future. We pledge our knowledge, our resources and our dedication to integrity in all we do.
Our clients are successful dentists and specialists who have sought out a trusted independent advisor. Our clients engage us to create and maintain thoughtful comprehensive financial plans and provide solutions that are designed to help pursue their goals.
We provide strategic, unbiased investment advice and the highest level of personal service to our clients to help them grow, protect and transfer their wealth.
We have the financial management experience to direct you towards addressing your objectives. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
The Power of Independence
While we are independent, we have the resources of our broker-dealer, First Allied Securities, Inc. Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses. Our exclusive business development platform has been expertly constructed to provide entrepreneurial advisors with the industry's most comprehensive platform for growth. First Allied is a member of Cetera Financial Group. As of December 31, 2016, First Allied had approximately $28 billion in assets under administration and 780 affiliated financial advisors.