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Wealth Management With a Catholic Focus

Aligning your financial plan and investment strategy with your Catholic values.

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Carry your faith throughout all aspects of your life with comprehensive solutions connected to your beliefs.

Your Catholic beliefs likely already influence several aspects of your life — like where you send your children to school, to which organizations you volunteer your time, whom you marry and how you spend your leisure time. But have you considered how your religious values might weave into planning for your financial future?

As a registered investment advisory firm, we have a fiduciary obligation to always act in your best interests. Our Catholic Focus offering allows you to incorporate your values into a number of areas, including:

  • Investing
  • Estate planning and donor-advised funds
  • Charitable and legacy giving
  • Medical or healthcare directives
  • End-of-life planning
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Our Investment Approach

At Creative Planning, we respect each client’s unique goals and priorities. As part of the Catholic Focus offering, we take into account a combination of your religious beliefs, social impact goals and philanthropic priorities. Our team of CERTIFIED FINANCIAL PLANNER™ professionals, CPAs and attorneys will work together to design a financial strategy and an investment portfolio that align with your Catholic values so that you can meet your goals while holding true to your religious values. It’s not just about monetary return — it’s about being a good steward and the impact you have on your community.

When it comes to building and maintaining our Catholic Focus investment portfolios, all candidate companies are vetted via an in-depth screening process. The principles of Catholic Social Doctrine are used to examine the way companies treat their workers, the assets or services they provide, and how companies use their wealth. Additionally, all candidate companies will be thoroughly evaluated by both Deacon Frank Reilly and Theologian Dr. Terence McGoldrick in order to help Creative Planning curate an investment portfolio that aligns with Catholic values.

Our Team

Our experienced professionals will help support your values-based goals while always remaining focused on your personal financial success. We’ll take a comprehensive approach to planning for your financial future that’s driven by your Catholic beliefs and incorporates a wide range of professional services to support every aspect of your financial life. Our team of credentialed, educated, experienced and action-oriented advisors includes CERTIFIED FINANCIAL PLANNER™ professionals, certified public accountants, insurance specialists, attorneys and others ready to work together to help you achieve your goals.

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How We Can Help

We’ll help you design and implement a comprehensive plan for achieving your goals while keeping your religious values in mind.

Investing

Invest in organizations whose missions align with the U.S. Conference of Catholic Bishops’ (USCCB) socially responsible investment guidelines.

Charitable and legacy giving

Plan your giving strategy around organizations that positively impact the world and don’t go against your faith.

Estate planning and donor advised funds

Pass along your religious values to future generations through wills, trusts, foundations, donor advised funds and more.

Medical, healthcare directives and end-of-life planning

Prepare for health crises and your eventual passing by requesting visits by Church clergy, end-of-life communion and specific funeral arrangements.

Creative Planning’s Catholic Focus offering strives to follow the guidelines set forth by the US Conference of Catholic Bishops. The main principles – protecting human life, promoting human dignity, reducing arms production, pursuing economic justice, protecting the environment, and encouraging corporate responsibility – shape our Catholic Focus offering. Please note that different types of investments involve varying degrees of risk and there is no assurance that past performance will be indicative of future results.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021