Creative Capital Wealth Management Group, a financial advisory firm headquartered in Greater Philadelphia and licensed in more than 20 states, today announces its historic new headquarters in Chester Springs along with a key addition to the firm’s leadership team.
Creative Capital Wealth Management Group has moved from its previous headquarters in Phoenixville to a historic brick schoolhouse located at 1208 Kimberton Road in Chester Springs that was remodeled and enhanced in 2009. Originally built in 1907 as West Pikeland High School, it served as the West Pikeland Township municipal building from 1964 to 2007.
“Purchasing this spectacular property as our new headquarters is a major step toward our ambitious growth plans,” said Creative Capital Wealth Management Group CEO Fred Hubler, who founded the firm in 2003. “We take a truly unique approach to wealth management and giving our clients access to sophisticated investment strategies.”
Derek Dobin, with over 20 years of experience in finance and engineering, joins Creative Capital Wealth Management Group as managing director will oversee much of the firm’s daily operations and execution of expansion plans. Previously serving high-net-worth families, individuals and small business owners on behalf of Prudential Financial, Dobin was drawn to the culture, philosophy and fresh approach at Creative Capital Wealth Management Group.
“I’m a strong believer that our retainer-based planning model is the future of the financial advice industry,” said Dobin. “Fred has done a remarkable job introducing his vision to clients and the industry alike, and I’m thrilled to come in and help further grow our firm as we strive to make positive impact on even more families in Greater Philadelphia and across the country.”
Creative Capital Wealth Management Group is a financial advisory firm headquartered in Chester Springs, Pennsylvania and licensed in more than 20 states. The firm utilizes a retainer-based planning model, in which clients are charged a flat fee instead of a commission, and has developed a trademarked advisory process, known as the Milestone Clarification Process, that walks clients through a system to meet their financial goals. The firm also provides complimentary second opinion services (SOS), as well as access to accredited investments on an as-needed basis. To learn more, visit ccwmg.com.