Michael & Dan Kresh

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Creative Wealth Management, LLC is a financial management planning firm led by Michael D. Kresh, CFP ® . With a highly personalized approach, Michael Kresh and his team help clients with retirement income planning, asset management and a variety of personal finance services.

The underlying philosophy of the firm is to help clients fully understand and clearly define what they want– goals that include a comfortable retirement, college funds, a future with no financial worries – with what they need to achieve those goals.

This is an important distinction that involves more than simply crunching numbers and creating an investment strategy. With a raised awareness of what is needed, what is wanted, and what is realistically possible, clients are able to better focus on long-range planning for their lives, whether they are just starting out, preparing to send children to college or making plans to set a retirement date.

For one client that goal may be a trip around the world, while for another it could mean the ability to devote time to community service, and yet another to begin a new business after retirement from a first career. Kresh and his team fully appreciate each client as individuals with their own unique goals, circumstances and timelines.