Creative Capital Weatlh Management Group - Financial Advisor in Chester Springs, PA | WiserAdvisor.com

At Creative Capital Wealth Management Group, our goal is to help improve every client's financial position, simplify their lives and help our clients find financial independence. We strive to use all the tools available to assist clients with acquiring, preserving and transferring their wealth according to their wishes. Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service. The CCWMG mission: Make a meaningful, positive, financial impact so our clients can live a life of significance. Our wealth management philosophy: Diversity among investment products has the potential to provide the highest certainty of success and less risk than the overall market.

Creative Capital Weatlh Management Group

From building a financial powerhouse to sharing his expertise, Frederick's (Fred's) journey is one of innovation and service. 

Fred is a A 25-year veteran: With experience in both finance and technology, Fred founded Creative Capital, a wealth management firm spanning 25+ states. Their unique retainer-based model and access to accredited investments set them apart. He focuses on guiding others, not only leading his own firm, Frederick also coaches financial advisors through his Retainer Based Academy. 

Fred is also known for sharing his insights: A sought-after expert, Fred provides economic and stock market commentary, appearing in The Wall Street Journal, US News & World Report, and even contributing to Forbes.com. 

As a key component to the values of CCWMG, Fred is a leader who gives back: Beyond finance, Fred is passionate about his community. He has held leadership positions in various organizations, advocating for causes close to his heart. 

And of course, Fred's family and personal passions are key priorities. He is married to Elizabeth and a father of twins, James and Abigail, Frederick enjoys technology, cigars, cheering on the Eagles, and has a love of cars.

Derek Dobin joined Creative Capital Wealth Management Group in June 2022. He brings a successful 20+ year career in Engineering and Finance to CCWMG. He graduated from Rutgers University with a Master's of Science in Ceramic and Materials Science Engineering, specializing in fiber optic technology. His career in Engineering took him all over the world, managing production teams in Mexico, working closely with teams across Europe and as far as Japan. As his family grew, he decided to shift his focus to finance and leave the global traveling behind. Derek has been in financial services for nearly 15 years working with high net worth individuals, families and small business owners. He has also held management positions in development and training of both new and veteran financial advisors. He holds his FINRA Series 7, 65 and 63 licenses. 

Derek lives in Wayne and enjoys spending time with his three children, Noah, Zoe and Trevor. In his spare time, he enjoys soccer, golf and cycling.

Christian has built a career in financial services. His top five talents are Relator, Maximizer, Responsibility, Belief, and Individualization. The bulk of his career has been with a Fortune 25 company in the financial services field. Most recently, Mr. Weirich has been the Director of Teaming at a regional brokerage firm with 900 financial advisors. He is a certified Gallup Global Strengths Coach and introduced a new coaching model to the top performing teams at the firm based on strengths research. 

Mr. Weirich has had a varied career that includes sales, client relations, and management. He has built his successful track-record from the Philadelphia Stock Exchange and Delaware Investments through Wells Fargo Advisors as a financial advisor, business development consultant, and branch manager. Mr. Weirich's ability to quickly build relationships, lead others through change, and a commitment to help clients build, manage, protect, and transition their wealth is reflected in his success. 

Mr. Weirich earned an undergraduate degree in Psychology from the University of Maryland. He holds an Accredited Investment Fiduciary (AIF) designation as well as Series 6, 7, 9, 10, 63, and 65 licenses. He has completed Sandler Sales Training, participated in CEO Think Tank&reg;, and is a certified Gallup Global Strengths Coach.

Liam McIntyre joined Creative Capital Wealth Management Group in July 2024. He graduated from Villanova University with a BA in Communication Studies and a minor in Economics. Liam began his career with Vanguard in 2022. He spent two years with Vanguard as a Client Relationship Associate and earned the professional designation of Wealth Management Specialist&trade;. Liam was drawn to the world of alternative investments for their potential to provide clients with diversification, reduced volatility, and attractive returns. 

When not in the office, Liam is an avid practitioner of martial arts. He is an instructor of Krav Maga at a local martial arts school and has experience in Judo, Kali, and Brazilian Jiu Jitsu.

Creative Capital Weatlh Management Group

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