CREATIVE was founded in 1976, when the firm?s founding partners recognized that entrepreneurs, business owners, individuals, and their families had lifetime and legacy objectives spanning both financial and non-financial needs. Over the past 40 years, CREATIVE has built a strong, lasting reputation rooted in our ability to build relationships across a wide range of clients: - High net worth individuals and their families - Multi-generational family businesses - Entrepreneurs - Business owners - Corporations - Executives Mission:?From our founding in 1976 to today, we?ve been focused on building a strong team for the benefit of our clients. This holistic approach brings together our Advisors, as well as our Wealth Strategies, Investment Services, and Client Experience teams. We?ve also partnered with a well-vetted group of strategic resources that help us serve specialized business needs.
201 to 500 Employees
TypeCompany - Private
Revenue$1 to $5 million (USD)
IndustryInvestment Banking & Asset Management
CompetitorsUnknown
Founded1976