Creative Wealth Management, LLC

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. 🇺🇸

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!

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.

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

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.

04/15/2026

We need you…for our next episode of The Clarity Corner!

Hal, Tristan, and Jordan are all featured in Episode 7 and we want you in it too.

Drop your questions below 👇

Business, retirement, fact vs. fiction, or even what’s happening at CWM or in our lives.

We’ll be selecting questions to shape the conversation.

Don’t overthink it, just ask us!

And if you know someone who’d enjoy the conversation, feel free to share this with your friends and family, we’d love to include their questions too.

04/13/2026

As a business owner, your financial life is connected to your leadership decisions. The clearer your plan, the more confident your choices become, both inside and outside the business.

04/10/2026

Episode 6 is out now with our guest, Ryan Haley of Atlantic Shores Sotheby’s International Realty!

Hal and Ryan discuss current market trends, where opportunities may exist, and how recent regulations are shaping buying and selling decisions.

If you own property, are considering buying, or simply want to stay informed, this is a conversation worth tuning into.

🎧 Listen now and let us know what stood out to you.

What should you know about the Ocean City real estate market right now?In this episode, we’re joined by Ryan Haley of Atlantic Shores Sotheby’s International...