Welcome to the scheduling page for Creative Capital Wealth Management Group.
Please select which type of Event you want to schedule.
Speak To A Wealth Strategist
Speak with one of our dedicated Wealth Strategists to learn the three ways clients can engage with Creative Capital Wealth Management Group.
1031 Exchange & DST Strategy Consultation
This meeting is intended for individuals considering the sale of real estate. We'll discuss tax-deferral structures like a DST, how they work, key timelines, and rules for 1031 exchanges.
CCWMG Tax Mitigation Program
If you hate taxes, you'll love us. We'll share a brief overview of our proven approach to tax mitigation — covering strategies for high income, real estate, capital gains, Roth conversions, and tax-smart estate planning — along with what you can expect from our comprehensive 12-month engagement.
Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Creative Capital Wealth Management Group. Creative Capital Wealth Management Group and Arkadios are not affiliated through any ownership.