Created Wealth

To our clients and community,  A financial plan is a living thing, much like a garden, and tending to it is an ongoing practice. So how do you maintain a healthy environment in order for your plants to grow? In other words: how can you create financial habits that will help you live the life… Read More

To our clients and community,  When people think of “wealth” they often think of money, but finances and your financial garden are only one area of the larger “garden of wealth” in your life. Did you know that the word wealth comes from the old Middle English word ‘wele,’ which means ‘well-being?’ So when we… Read More

To our clients and community,  When I moved into my home it came with a 20 year-old garden and the first thing I wanted to do was to go to the nursery and pick out plants. But when I got there the person helping me asked me about my garden—what is the space like, how’s… Read More

To our clients and community,  During quarantine, I planted my first vegetable garden. As I learned, I kept noticing parallels between my experience as a new gardener and how an investor goes through the process of planning and investing their money. I kept a journal during this time, and those notes evolved into a four-video… Read More

So much has changed in the world of wealth management over the last few decades, much of which the average consumer is unaware. Here at Created, one movement in particular  – referred to as the “Movement to Independence” away from big brokerage wirehouses – has been integral to our journey and a source of major… Read More

To our clients and community, Well, our lives look different now than they did a few weeks ago. Many of us have experienced things we never imagined: walking into a crowded market with empty shelves; saying “hello” to our neighbors from a safe distance of 6 feet; wiping down groceries; counting our toilet paper rolls… Read More