Creative Capital Wealth Management Group created a tax planning offering focused solely on tax planning.

Most wealth management firms manage accounts. We manage households. Creative Capital Wealth Management Group is an independent wealth firm built for families and business owners whose financial complexity has outgrown a single advisor, a single account, or a single strategy. Operating across 30+ states with 20+ years of experience, we serve households with $1M–$25M+ in coordinated wealth who are ready to run their finances like an institution. What sets us apart: Our Creative Capital Household Endowment Model (CCHEM™) brings institutional architecture to individual families — allocating across public markets, private real estate, and alternative investments as one coordinated balance sheet. No fragmented accounts. No conflicting advisors. One team. One system. One point of accountability. We go beyond traditional wealth management with three integrated disciplines: → Institutional Portfolio Management — public markets, private equity, private credit, DSTs, oil & gas, and real assets working together by design → Integrated Tax Strategy — proactive, year-round tax mitigation built into the portfolio itself — not bolted on at year-end → Household Planning — cash flow, protection, estate, business, and legacy coordinated under one strategic framework Our work has been featured in The Wall Street Journal, Forbes, and Yahoo Finance. If your advisor isn't coordinating your entire picture — taxes, alternatives, and planning together — it may be time for a second opinion. Securities offered through Arkadios Capital, Member FINRA/SIPC. Investment advisory services offered through Creative Capital Wealth Management Group, a registered investment adviser. Creative Capital Wealth Management Group and Triad Advisors are not affiliated. www.ccwmg.com * www.finra.org * www.sipc.org