Creative Wealth Advisors, LLC
Managing Assets since 1999
Only investors who reside in MA, VT, NH, ME, CT, RI, NY, KY, FL, CO, or CA
are authorized to use this site.
One Gateway Center Ste. 350
Newton, MA 02458
phone: (617) 965-7900     fax: (617) 965-9697
What is Creative Investing?

Creative investing means ada
pting one’s investment strategy to the ever-changing economic climate. At Creative Wealth Advisors, we strive to mitigate risk and build wealth via our analysis of current and projected market conditions. Simply put, we aim to take advantage of the best investments available in every economic climate. 

The projected economic climate of the next few years dictates that the trend of tremulous activity in the U.S. stock market will persist into the foreseeable future. The high amount of debt in the private and public sectors will continue to make the economy “sluggish”.  Many of those who have ‘traditional’ portfolios made up mostly of U.S. stocks and investment-grade bonds will lag behind more effective investment strategies.

Creative investing today requires adjusting portfolios to keep up with changing economic indicators.  Investing techniques that were successful during the 1984-2000 stock market period will be problematic for years to come. Many people, however, are still investing the same way they did during the boom of later part of last century. 

At Creative Wealth Advisors, we offer creative investment solutions according to the economic conditions of today – while ensuring our recommendations are consistent with the goals and needs of each, individual client.