Creative Wealth Management, LLC

Creative Wealth Management, LLC The Team at CWM works diligently to help you plan for a sound financial future. https://mycwmanagement.com/disclosures

🌞 Please join us in welcoming our Summer Intern, Michael Fagundes-Rocha, to the team!We're excited to have him with us t...
06/23/2026

🌞 Please join us in welcoming our Summer Intern, Michael Fagundes-Rocha, to the team!

We're excited to have him with us this summer as he gains hands-on experience and continue developing valuable skills in the industry.

Abbey got a picture-perfect moment with Sherman at last night’s Shorebirds game!
06/19/2026

Abbey got a picture-perfect moment with Sherman at last night’s Shorebirds game!

06/09/2026

Should you be looking into these new Trump Accounts for your kids?

Jordan breaks it down in simpler terms, what they are, how they work, and what families may want to consider before jumping in.

Because real financial confidence doesn’t come from one account, it comes from having a strategy that supports your family’s bigger picture.

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our freedo...
05/25/2026

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our freedom.

Wishing everyone a meaningful and safe holiday as we reflect with gratitude and respect. 🇺🇸

In honor of Memorial Day, our office will be closed on Monday, May 25th. We will resume normal business hours Tuesday, M...
05/22/2026

In honor of Memorial Day, our office will be closed on Monday, May 25th.

We will resume normal business hours Tuesday, May 26th.

05/19/2026

Welcome to Punta Gorda, Florida! ☀️🌴

In case you missed it, CWM has officially expanded into the Sunshine State.

This past week, Hal traveled down to get the new office up and running, and we couldn’t be more excited about this next chapter for Creative Wealth Management.

Take a quick look inside our new location and see what made us expand to Punta Gorda!

Hal’s episode with Ryan was recently featured on Atlantic Shores Sotheby’s International Realty’s podcast, Running Real ...
05/14/2026

Hal’s episode with Ryan was recently featured on Atlantic Shores Sotheby’s International Realty’s podcast, Running Real Estate. Take a look at their page to see what Ryan’s been working on in the real estate world!

https://youtu.be/xHf4jn3EzxU?si=KmQa9EeRVEZz3r3S

05/08/2026

We’re proud to share that Jordan Talbert has officially earned her CFP® certification. This achievement reflects her continued commitment to thoughtful, client-first financial guidance and professional excellence for the families we serve.

Please join us in welcoming Sandra, our new Executive Assistant! We’re excited to have her on board and can’t wait for y...
04/28/2026

Please join us in welcoming Sandra, our new Executive Assistant! We’re excited to have her on board and can’t wait for you to connect with her.

Learn more about Sandra here: https://mycwmanagement.com/meet-sandra-campos

Estate planning isn’t only about transferring assets.It’s also about decision-making, privacy, and ensuring your wishes ...
04/23/2026

Estate planning isn’t only about transferring assets.

It’s also about decision-making, privacy, and ensuring your wishes are clearly documented if something unexpected happens.

As part of the planning process, we work alongside your attorney to help ensure your estate documents align with your broader financial goals and long-term vision. The goal is preparation, organization, and peace of mind, not leaving important decisions to chance.

Address

11202 Racetrack Road Suite 102
Berlin, MD
21811

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 2pm

Telephone

+14102081091

Website

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