Investment and Wealth Management for the Ultra-Affluent
Providing highly customized investment portfolios and wealth strategies ranging from concentrated holdings to navigating large taxable events, Creative Planning provides solutions to simplify and manage your complex wealth needs.
Your Partner for Custom Wealth and Investing Strategies
Managing all aspects of your wealth in a coordinated manner is just as important as building wealth. We work with thousands of high-net-worth and ultra-high-net-worth households to provide custom investment and wealth management services. From private market investments and asset protection to philanthropic gifting and family office services, we have the sophistication and expertise to support your wealth.
Solutions for Your Complex Needs
Private Investments
Family Governance
Legacy Planning
Lending Services
Generational Wealth Transfer
CFO Services
Expat Financial Planning
Liquidity and Exit Planning
1,600+
Ultra-affluent clients with more than $10M (average AUM of $25M)
$325B+
In combined assets under management or advisement by Creative Planning and its affiliates as of June 30, 2024*
90+
Countries served worldwide
OUR INVESTMENT PHILOSOPHY
Maximize Your Investments With Private Markets
As part of our investing philosophy, you'll receive a custom portfolio designed to be as tax-efficient as possible that we'll rebalance and tax-loss harvest throughout the year. We'll also include private markets to further diversify your portfolio. Because of our size, Creative Planning has been able to negotiate access to many investments we believe to be among the best available, at exclusive pricing.
WHY CREATIVE PLANNING
A Fiduciary for Your Best Interests
At all times in our relationship, we serve as a fiduciary. That means our goals are always aligned with yours. We advocate for what's most important to you, find ways to simplify complex financial matters and provide a customized wealth strategy unique to you.
- Independent, Private Wealth Management Firm
- Not Tied to a Family of Funds or Other Investment Products
- Recommendations Are in Your Best Interests
Your Team Awaits™
Creative Planning uses a team-based, comprehensive approach to wealth management and family office services. Our wealth managers work with an in-house team of CPAs, attorneys, insurance specialists and more to cover the range of needs your family may have.
Services for All Elements of Your Financial Life
Talk With a Partner
Fill out the form to schedule your call. We'll gather some information about your financial and life goals to match you with a partner best suited for your needs.
Let's Talk
Meet With an Advisor at a Location Near You
Creative Planning has advisors in just about every major metropolitan area. We look forward to getting to know you.
