Business Details
22 Years
experience
Retainer-Based Financial Planning & Alternative Investment Experts
Creative Capital Wealth Management is a nationally recognized retainer-based wealth management firm specializing in alternative investment solutions for high-net-worth individuals. With over 20 years of experience and a presence across 34 states, we provide access to exclusive alternative investments typically unavailable through traditional advisory firms. Our team of certified professionals, led by CEO Frederick E. Hubler Jr., combines deep industry expertise with a client-centric approach to deliver customized financial strategies.We prioritize transparent planning processes, including our proprietary Milestone Clarification Process, and maintain rigorous compliance standards through FINRA/SIPC-registered broker-dealer partnerships. Our commitment to community engagement and personalized service differentiates us in addressing complex wealth management challenges.
Services
Retainer-Based Planning
Alternative Investments
Second Opinion Service
Asset Management
Milestone Clarification Process
Details
- Year established: 2004
Highlights and features
- 20+ years of specialized experience in alternative investments
- Access to exclusive non-traditional investment opportunities
- Retainer-based model with no asset management requirements
- Nationwide service across 34 states
- Proprietary Milestone Clarification Planning Process
Associations and certifications
- FINRA
- SIPC
Services
Retainer-Based Planning
Our retainer-based planning model provides comprehensive financial guidance through a fixed quarterly fee structure. This approach eliminates conflicts of interest by requiring no asset management mandates while delivering personalized strategies. Clients benefit from transparent fee structures and unrestricted access to our team of certified professionals.
Alternative Investments
We specialize in alternative investment opportunities including DSTs, private equity, and tax-advantaged programs. These non-traditional assets provide portfolio diversification and reduced market correlation. Our expertise helps clients navigate accredited investment options with potential tax benefits and stable returns.
Second Opinion Service
This independent evaluation analyzes existing financial strategies to identify strengths and improvement opportunities. The process includes comprehensive portfolio assessment and customized recommendations without obligation. Clients receive actionable insights to enhance their retirement and wealth management plans.
Asset Management
Our asset management approach emphasizes effective diversification and tax-efficient strategies. We implement active portfolio oversight while maintaining client control over asset placement. The service integrates traditional and alternative investments to optimize risk-adjusted returns.
Milestone Clarification Process
This structured planning methodology establishes measurable milestones toward long-term financial goals. The process combines retirement planning, tax optimization, and estate strategies through collaborative client-advisor engagement. Progress tracking ensures alignment with evolving client objectives.
People
Frederick E. Hubler Jr.
CEO & Chief Wealth Strategist
25-year financial industry veteran and founder of Creative Capital. MBA holder with CWS designation, recognized thought leader in retainer-based planning and alternative investments. Regular contributor to major financial publications.
Derek Dobin
Wealth Strategist
15-year financial services veteran with engineering background. Holds FINRA Series 7, 65, and 63 licenses. Specializes in working with high-net-worth individuals and business owners across multiple states.
Liam McIntyre
Wealth Strategist
Villanova graduate with Wealth Management Specialist designation from Vanguard. Focuses on alternative investment education and client relationship management. Combines financial expertise with martial arts discipline.
Elizabeth Hubler
Marketing Director
Former educator with digital marketing certification from Yale. Manages firm marketing initiatives and client communications. Brings educational perspective to financial content development and community engagement.
Samantha Favacchia
Client Services
Operations specialist with restaurant and event planning background. Focuses on client experience coordination and administrative support for wealth management professionals.
Questions
What is retainer-based financial planning?
Our retainer-based model provides comprehensive wealth management for a fixed quarterly fee, requiring no asset management by our firm.
What are alternative investments?
Alternative investments include non-traditional assets like DSTs, private equity, and opportunity zones that diversify beyond stocks and bonds.
How does the Second Opinion Service work?
We analyze your current financial strategy independently, then provide recommendations to confirm or improve your retirement plan.
Do you work with out-of-state clients?
Yes, we serve clients across 34 states using secure virtual meetings and technology-enabled portfolio management.
What is the Milestone Clarification Process?
Our structured planning approach establishes specific financial milestones to guide clients toward long-term wealth goals.
Reviews (1)
Robb Frees
Jan 12, 2018
Report
Fred and the staff are dedicated to highly personalized service. Their commitment is unparalleled in the industry.
