At HENNESSY Financial, we provide guidance with the full strength of CREATIVE Financial Group’s specialized resources. This gives our clients access to best-in-class support — from dedicated Life & Disability Specialists to seasoned Investment Officers, along with comprehensive Marketing and Management Infrastructure that keeps every detail running at the highest level.

FINANCIAL SERVICES PROFESSIONALS AT CREATIVE FINANCIAL GROUP

With well over 500 years of collective experience together, financial services professionals have a foundation that is unprecedented in the industry. These shared experiences have evolved into a developed philosophy that combines the right people, processes, and capabilities that are purposefully instrumental in helping our clients achieve their lifetime and legacy goals.

INVESTMENT SPECIALISTS AT CREATIVE FINANCIAL GROUP

You have unique financial goals. We clarify them with you before your investment strategy is designed. Most importantly, your investment strategy is seamlessly integrated with your overall plan. Clients have entrusted us with helping them develop their asset management strategies. As a mid-sized firm, we have the experience to deliver institutional-quality solutions, yet are small enough to be responsive to change. Our senior management has over a century of combined experience in the industry, which allows us to deliver sophisticated investment solutions focused on meeting each client’s needs.

WEALTH STRATEGIES TEAM AT CREATIVE FINANCIAL GROUP

CREATIVE’s wealth strategies team is comprised of some highly experienced financial minds that constantly monitor regulations, taxes and the political climate to help us stay current and deliver solutions that are ahead of the curve. This dedicated team of professionals benefits from shared collective experiences in wealth preservation, growth, and transference that helps us deliver the most current thinking to our clients.

LEADERSHIP TEAM AT CREATIVE FINANCIAL GROUP

While we’ve grown from our early days, CREATIVE’s leadership team keeps our team focused on the core beliefs and principles that have guided us throughout our rich history. Our senior leadership team has the experience and know-how to steady the course and navigate changing markets, technology, and business environments.