Creativevest INC

CreativeVest Inc is a registered investment advisor founded in 2022 and based in Charlotte, North Carolina. The firm is led by its sole owner and Chief Compliance Officer, Justin Saffel. CreativeVest offers personalized investment management services, giving clients the benefit of ongoing portfolio monitoring, asset allocation, and investment selection based on their individual financial goals, time horizons, and risk tolerance. In addition to managing investments, CreativeVest provides comprehensive financial planning—which covers cash flow, retirement projections, and overall financial health—as well as consultative hourly advice on specific financial topics. CreativeVest generally works with individuals, high net worth individuals, trusts, and estates. The firm relies on fundamental and technical analysis when evaluating securities and requires clients to hold their assets with a designated custodian.