Private Wealth Management for Families and Individuals
At Creative Planning, our private wealth management services are designed to simplify complex financial lives through comprehensive, planning-led strategies that align investments, taxes and legacy goals. Our dedicated advisors partner with each client to manage the details so that they can focus on what matters most.
What is Private Wealth Management?
Private wealth management is a comprehensive service for individuals and families with significant assets who want coordinated strategies for investing, tax planning, estate planning and risk management. It offers a higher level of personalization and ongoing oversight than basic financial planning or investment advice alone.
Unlike traditional financial planning, which often centers on budgeting, saving and individual goals, private wealth management brings together your entire balance sheet in a unified strategy — from portfolio construction and tax optimization to estate and wealth transfer planning. The objective is to help you grow, protect and efficiently transfer your wealth across generations.
Services for All Elements of Your Financial Life
$710B+
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025*
3,400+
Clients with more than $5M in assets under management
50
States served nationwide
Our Comprehensive Wealth Management Approach
True financial success requires a strategy that connects every piece of your financial picture. Our comprehensive approach brings together investment management, tax planning, estate planning and retirement planning under one coordinated strategy. Your dedicated advisor collaborates with in-house specialists so that your financial plan covers all facets of your wealth.
From tax planning and legacy planning to investment and portfolio management, our full-service model helps ensure your every decision is aligned with your goals, supporting long-term financial confidence for your family.
For ultra‑affluent and ultra‑high‑net‑worth families with more complex needs, we can coordinate with our family office team to provide enhanced services, such as advanced wealth transfer strategies, family governance support, and integrated bill pay and reporting.
Your Best Interests. Always.
As a registered investment advisory firm, we have a fiduciary obligation to act in your best interests. We make decisions based on your needs and goals. We’re:
- An independent, private wealth management firm
- Not tied to a family of funds or other proprietary products
- Always making recommendations in your best interests
Simple, Transparent Fee Structure
We charge a straightforward fee based on the assets we manage on your behalf, helping ensure our interests are aligned with yours.
We succeed when you succeed.
Planning-Led Private Wealth Management
Our private wealth management offering includes:
- Money management and comprehensive financial planning
- Ongoing advice and plan updates as your life evolves
- Coordination of legal and tax considerations with your other professional advisors
- Thoughtful wealth transfer and estate planning designed to help preserve generational wealth
Private Wealth Planning Tailored to You
Your financial goals are unique. Your plan should be too. We deliver customized wealth planning solutions designed to support every aspect of your wealth management story.
Whether you’re focused on building long-term growth, retirement planning, legacy preservation or wealth transfer planning, our advisors create personalized strategies that evolve with your needs and ambitions.
Explore Our Specialty Areas
Why Clients Choose Creative Planning
As one of the nation’s leading wealth management firms, Creative Planning offers a level of integration and service few can match. Our private wealth managers coordinate every aspect of your financial life — from investments and tax planning to estate planning and charitable giving — under one unified strategy.
We act solely in your best interests as fiduciaries and provide objective, comprehensive advice built around your goals. Connect with a private wealth manager near you to experience the Creative Planning difference.
Frequently Asked Questions About Private Wealth Management
Ready to Experience Planning-Led Wealth Management?
Every decision begins with a plan. Discover how Creative Planning’s integrated wealth management approach helps high-net-worth and ultra-affluent families make confident financial choices — today and for generations to come.
Awards & Recognition
Top RIA Firms 2019-2025
Awarded each September based on data from a 12-month period through June 30.
Best Wealth Management Firms 2026
Ranking released in February 2026, not based on a specific time period.
Top RIA Firms 2025
Awarded each July based on data from a 12-month period through December 31.
Recommended Reading
Lessons From the Wealthy
In this article, we provide eight lessons we can learn from the wealthiest Americans.
Tax-Efficient Wealth Management
Learn why it's important to align your tax strategy with your wealth management strategy, especially for major life changes and retirement.
Protecting and Growing Your Wealth
The following tips can help you more efficiently build and preserve your retirement savings.
