Team profile

CWG Why, Guiding Principles and Credo

Our Why:

Inspire Confidence • Simplify Life • Build Meaningful Relationships

Our Guiding Principles:

  • Clients Come First
  • Integrity Always
  • Strive for Excellence
  • Pursue Life Balance
  • Serve Community

Our Credo:

Creative Wealth Group works to inspire a more confident future through a collaborative advisory experience. Integrity and our clients' interests are our highest mission.

We strive for excellence and build meaningful relationships.Working together we simplify life for our clients and team members alike.

Creative Wealth Group pursues life balance while making a positive impact in the communities where we live.

Areas of focus

  • Retirement Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Investments

Awards & recognition

  • Joseph Della Monica, Ameriprise Circle of Success, 2004-2022
  • Creative Wealth Group, Ameriprise Client Experience Award, 2020-2023

Community participation

The team after our rewarding day of packing food for Nourishing Hope (2023).
The team after our rewarding day of packing food for Nourishing Hope (2023).

Each November we participate in the National Day of Service. This year, we split into small groups and sorted through produce, bakery, and deli items. The highlight of the day was repackaging cheesecakes all together!

  • Nourishing Hope (formerly known as Lakeview Pantry)

Our photos

3 albums
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