Creative Wealth Management, LLC

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Creative Wealth Management, LLC Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.

Fixed insurance products and are separate from and not offered through Commonwealth Financial Network®. Investments in securities involve risk, including the potential loss of principal invested. Creative Wealth Management, LLC 1377 Motor Parkway Suite 205 Islandia, NY 11749 (631) 232-9170. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CT, DC, FL, GA, KY, LA, ME, MD, MA, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VT, VA, and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call 631-232-9170.

10/13/2026

6 common myths could leave costly gaps in your plan.

Check out Dan Kresh' latest blog
10/07/2026

Check out Dan Kresh' latest blog

“You can't stop the waves, but you can learn to surf." Jon Kabat-Zinn

We will only get better talking about money with practice. 💬 Talk openly: Discuss costs, household budgets, and needs ve...
09/29/2026

We will only get better talking about money with practice.

💬 Talk openly: Discuss costs, household budgets, and needs versus wants during grocery trips, shopping, or meals.

🎯 Make goals visible: Use jars or trackers to show progress toward something meaningful, such as a bike or video game.

🤝 Let them learn: Give kids small amounts to manage, then talk through mistakes without judgment or immediately bailing them out.

Explore more practical ways to raise financially confident kids: https://bit.ly/4wWQbG2

At the grocery store, Jamie Corum sets a two-minute timer for her 10-year-old daughter to look around. Then she resets it to 10 minutes so her daughter

Accumulation rewards a focus on growth. Retirement requires a more careful balance of growth, income, taxes, risk and lo...
09/29/2026

Accumulation rewards a focus on growth. Retirement requires a more careful balance of growth, income, taxes, risk and longevity.

Retirement isn't just about how much you save.

A portfolio built for accumulation isn't automatically a portfolio built for retirement. The transition between the two ...
09/22/2026

A portfolio built for accumulation isn't automatically a portfolio built for retirement. The transition between the two matters.

The ten years that deserve extra attention.

Today Noon-2pm1377 Motor ParkwayIslandia, NY 11749Lower-level conference center
09/19/2026

Today Noon-2pm
1377 Motor Parkway
Islandia, NY 11749
Lower-level conference center

09/19/2026
The shift from accumulating wealth to living from it can seem subtle. The consequences of missing it aren't.
09/15/2026

The shift from accumulating wealth to living from it can seem subtle. The consequences of missing it aren't.

Meet the Retirement Red Zone.

Want to support your grandkids without draining your own nest egg? Here are 3 smart ways to give: Save for education: A ...
09/15/2026

Want to support your grandkids without draining your own nest egg? Here are 3 smart ways to give:

Save for education: A 529 plan can offer tax advantages when funds are used for qualified expenses.
Plan your legacy: Trusts, wills, and beneficiary updates can help clarify who receives what, and when.
Gift strategically: Annual gifts, direct tuition payments, or medical support may offer tax-efficient ways to help.
Read all 8 strategies for building a legacy without sacrificing retirement security: https://bit.ly/4c8D8r4

To give your grandkids money without clearing out your 401(k), considering saving for their education, or making them your life insurance beneficiary.

Growing a nest egg is one thing, living off it is another.
09/08/2026

Growing a nest egg is one thing, living off it is another.

Even if they saved the same amount.

Address

1377 Motor Pkwy Ste 205
Islandia, NY
11749

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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