Creative Wealth Group

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

Our office will be closed on Friday, June 19th.
We will resume normal business hours on June 22nd.
Have a great weekend!

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals.

Tip: The more specific and measurable your financial goals are, the more likely you are to achieve them. https://bit.ly/4ja5cNP

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

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We’re thrilled to have Mark Lotito join Creative Wealth Group this summer! Originally from New York, Mark is pursuing a Finance degree at the University of Delaware’s Alfred Lerner College of Business & Economics. He’s excited to contribute, learn, and help support our clients’ financial journeys. Swipe to learn more about him!

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starting point for measuring progress toward your goals. https://bit.ly/4ja5cNP