At Creative Planning, customized portfolio design and management is at the core of our offering. Many of our clients seek us out specifically for our investment management expertise. Others are interested in our comprehensive approach to develop a plan for their overall wealth management needs. In either case, we take the time to get to know our clients up front. We spend time to understand your personal situation and financial goals, which results in a customized investment portfolio and wealth management solutions tailored to your personal needs. As one of the nation’s leading independent wealth management firms, we take our role as your advisor seriously. After all, it’s your money, and we are here to help you make the most of it.