Business Details
Integrated Financial Solutions for Your Future
Creative Resources is a multi-division financial services firm dedicated to providing integrated solutions for investment management, tax strategies, and financial planning. Established to serve a diverse clientele ranging from everyday investors to high-net-worth families, we operate through three specialized platforms: CRIA (Investment Advisors), CRBS (Insurance and Planning Services), and CRFO (Family Office). Our Fee-Based Registered Investment Advisory firm focuses on customized portfolio management, retirement planning, and wealth strategy, while our insurance division offers life insurance, disability coverage, and business protection solutions. The Family Office division caters to high-net-worth individuals, athletes, and entrepreneurs with advanced estate planning and generational wealth strategies.With over 15 years of combined experience across our leadership team, we deliver personalized service that emphasizes independence, creativity, and clarity. Our advisors hold prestigious certifications such as CFA and specialize in risk management, tax mitigation, and asset protection. We prioritize building lasting relationships through tailored financial guidance that aligns with each client's unique goals. Our integrated model ensures clients receive comprehensive solutions that large institutions often fail to provide. Transparency, expertise, and client-centric approaches form the foundation of our operations. We are committed to helping clients build, preserve, and enjoy their wealth through strategic financial planning.
Services
Investment Management
Tax Mitigation Planning
Insurance Solutions
Estate Planning
Family Office Services
Highlights and features
- We offer personalized financial strategies tailored to your unique goals.
- Our team includes CFA-certified advisors and tax mitigation specialists.
- We provide integrated solutions across investment, insurance, and estate planning.
- Our Family Office division serves clients with $5M+ in assets.
- We prioritize transparency, expertise, and client-focused service.
Services
Investment Management
Our Fee-Based Registered Investment Advisory firm creates customized portfolio strategies for retirement planning and wealth growth. We focus on risk management and long-term financial goals for individual and institutional clients. Our team combines market expertise with personalized financial guidance to optimize returns.
Tax Mitigation Planning
Specialized tax planning services help individuals and businesses reduce liabilities through legal deductions and strategic asset allocation. Our tax attorneys and specialists develop customized plans aligned with investment and estate goals. We leverage experience from Big 4 accounting firms to ensure compliance and efficiency.
Family Office Services
Boutique concierge services for high-net-worth clients with $5M+ assets. We provide estate planning, generational wealth transfer, and business protection strategies. Our team combines financial expertise with personalized service to address complex wealth management needs for families and entrepreneurs.
Insurance Solutions
Comprehensive insurance planning includes life, disability, and annuity products tailored to individual circumstances. We assess client needs to design protection strategies that safeguard assets and income. Our advisors specialize in aligning coverage with broader financial and estate plans.
Retirement Planning
Personalized retirement strategies integrate investment management, tax optimization, and income planning. We help clients transition from wealth accumulation to sustainable income streams. Our approach considers market conditions, risk tolerance, and long-term lifestyle goals for financial security in retirement.
People
Armand C Spaziano
Principal Senior Investment Advisor
CFA-certified investment advisor with decades of experience in portfolio management and wealth strategy. Specializes in creating customized investment solutions aligned with client financial goals.
Ted Augustyniak
Principal Registered Investment Advisor
Insurance and financial planning expert with 15+ years of experience in risk management and asset protection. Develops comprehensive coverage solutions tailored to individual client needs.
Brad Kay
Senior Tax Attorney
Tax mitigation specialist with Big 4 accounting firm experience. Focuses on strategic tax planning for high-net-worth individuals and businesses to optimize financial outcomes.
Derrick Chambers
Family Office Advisor
Wealth management expert serving high-net-worth clients. Specializes in personalized financial strategies and building long-term client relationships through tailored advisory services.
Dan Sturgill
Executive Director Business Development
15-year business development veteran leading Family Office initiatives. Focuses on expanding client relationships and maintaining strategic partnerships within the financial services industry.
Questions
What financial services does Creative Resources offer?
We provide investment management through CRIA, insurance solutions via CRBS, and specialized family office services for high-net-worth clients through CRFO.
Who benefits from your Family Office division?
Our Family Office serves clients with $5 million+ in assets, including high-net-worth families, athletes, and entrepreneurs requiring advanced wealth strategies.
How do you personalize financial planning?
Each client works with a dedicated advisor who creates customized strategies based on their unique financial situation, goals, and risk tolerance.
What tax planning services are available?
We offer tax mitigation strategies including legal deductions, asset allocation, and compliance planning developed by our tax attorney specialists.
