Creekside Wealth Management (CWM)

Creekside Wealth Management (CWM) is our fully comprehensive financial reporting, planning and tracking service. Through CWM you can view, in aggregate, all of your financial assets in one location.

At Creekside we assist our clients to take control of their financial lives. Not only can you view updated values of your assets on a daily basis, the values will update your personal financial plan thus enabling much more accurate planning and forecasting.


Accounts that can be linked through CWM include:

  • Bank Accounts (checking, savings, CD’s, money markets, etc)
  • Investment accounts at a brokerage firm (Merrill, E-trade, Schwab, etc)
  • Individual stock and bond positions held at transfer agents
  • Mutual Funds
  • 529 Plans
  • Insurance (Life, Long Term Care, Disability, Property and Casualty, etc)
  • Employer Sponsored Retirement Plans
  • Frequent flyer plans
  • Stock Options and grants
  • Mortgage loans
  • Home Equity accounts
  • Credit Cards
  • Student Loan accounts
  • Consumer
  • Auto loans

Once accounts are linked to CWM, you can view a number of reports to help you track progress of your financial life.  These reports, with values updated daily, include:

  • Asset summary
  • Balance sheet
  • Statement of cash flows
  • Estate planning flow charts
  • Estate planning calculations (including estate liquidity and transfer)
  • Income tax calculations (today & future income and capital gains)
  • Insurance summary (including needs analysis and resource impact)
  • Stock Options and grants

Included in the CWM is the ability to run “what if” scenarios to make sure your plan is on track. These include:

  • Early Retirement
  • Move to part time employment
  • Disability occurs
  • Inflation rises
  • Long Term Care is needed
  • Premature Death