Why CI?

Brad and Skye met at the beginning of their careers as Financial Advisors during the training program at Merrill Lynch. It was there where they gained valuable experience advising high-net-worth individuals and managing their assets. After a few years of gaining insight into how large financial institutions operated, they realized that these companies generally were more focused on selling a product rather than providing the best solution for their clients. Branding themselves as a “one-stop shop” for every aspect of their client’s financial life while providing blanket services that the banks incentivize their advisors to sell. Brad and Skye saw this as an opportunity to create an independent wealth management practice that had complete autonomy of the suite of wealth management services that they provide with no incentive other than to create value for their clients.

Creative Investments was founded in 2020 to offer clients personalized relationships through a suite of value-focused wealth management services that provide financial peace of mind so clients can pursue what they are passionate about. With this mission, Creative Investments has grown to over 250 clients throughout the United States and continues in its global pursuit to provide independent, unbiased financial advice.

• 2020
  Company Founded
• 37
  States
• + $1,000,000
  Target Net Worth