Who is helping with your wealth management?

Serving the greater San Diego region for more than 40 years, the team at Creative Capital Management Investments LLC (CCMI) offers wealth management services with a personal touch. The firm’s fee-only compensation model ensures that no other form of compensation will influence the advice provided to you. As a fee-only firm, CCMI does more than treat its clients fairly; it treats them like family.

Receive personalized advice at every stage of the wealth management process

From determining your risk tolerance to understanding your long-term financial goals, CCMI delivers critical portfolio management advice that begins with extensive discussions with you which result in an investment plan that is continually monitored and updated. Here are just a few of the specific functions that are performed by the firm’s advisors:San Diego Wealth Management

  • Ongoing investment research
  • Customized asset allocation based on your risk tolerance
  • Account consolidation
  • Trading and rebalancing
  • No-load mutual funds and ETFs
  • Regular reporting of your investment results
  • Charitable giving strategies
  • Annual investment policy review

CCMI also offers targeted client services to address a wide range of particular portfolio management issues. Depending on the individual needs of each client, these services may include:

  • Tax loss harvesting
  • Cash flow planning
  • Market commentary
  • Assisting with asset transfers
  • Facilitating required minimum distributions from retirement plans
  • Complimentary notary services

Extensive financial planning begins with San Diego’s CCMI

Beyond day-to-day portfolio management, CCMI can help you understand what your money can do for you and design a financial plan to help you reach your financial independence and personalized success. Whether you want to manage your debt, save for retirement, plan for a family, fund a college education, design an estate plan, or purchase a home, CCMI has the planning expertise that you need to make your financial dreams a reality.

A detailed financial plan can help you worry less and achieve greater financial peace of mind

The fee-only CFP® professionals at CCMI understand that you’re too busy living life to strategize, develop, and constantly monitor your finances by yourself. We can examine your present economic situation, helping you to articulate your evolving financial objectives, and show you how to build a secure financial future for your family, your business, and yourself.

The following links will help you learn more about our wealth management process:

Take Steps Towards Enhancing Your Financial Future Today

To start on the path to achieving greater financial peace of mind you are invited to email us or call our San Diego office at (619) 298-3993 to schedule a complimentary financial planning or portfolio management initial consultation.

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8880 Rio San Diego Drive Suite 1150, San Diego, CA 92108 (Map)
Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976