Welcome to
Black Creek Wealth Management
My vision- to use my experience and education to help those I serve work towards a comfortable and enjoyable life
Retirement Planning
Financial Education
Portfolio Management
Wealth Preservation
Cash Flow Management
Investment Management
Retirement Strategies
Alternative Investments
Why Do I Need a Financial Planner?
What are the potential benefits of working with a financial planner?
Understanding the advantages of having a financial planner can help you make an informed decision about whether their expertise aligns with your financial goals and needs.
How can a financial planner assist in creating a personalized financial roadmap?
Financial planners are skilled in assessing your current financial situation, goals, and risk tolerance to develop a tailored plan that outlines actionable steps to help you achieve your short-term and long-term objectives.
In what ways can a financial planner help optimize investment strategies?
Financial planners have expertise in various investment options and can offer insights into building a diversified portfolio that aligns with your goals while managing risk and maximizing potential returns.
How can a financial planner assist in planning for retirement?
Planning for retirement involves complex considerations such as estimating future expenses, understanding different retirement accounts, and optimizing Social Security benefits. A financial planner can help navigate these intricacies and create a comprehensive retirement strategy.
What value does a financial planner bring during major life transitions or unexpected events?
Life events like marriage, parenthood, job changes, or unexpected financial setbacks can greatly impact your financial situation. A financial planner can help you adapt your financial plan to accommodate these changes and keep you on track towards your goals.
Cory Shrader, CFA, CFP, CMT
Financial Planner
Cory Shrader is the Founder of Black Creek Wealth Management, LLC. Cory holds the Certified Financial Planner®, Chartered Market Technician, and Chartered Financial Analyst designations, which requires him to hold a Fiduciary Standard over his business and clientele. Over the last 15 years, he has served in many capacities across the investment spectrum: a holistic financial planner, portfolio manager, options and equity trader, and investment analyst. He offers multiple customized investment approaches which include comprehensive financial planning, customized actively managed portfolios, and separately managed accounts featuring Covered Calls.
People I’ve Worked With
This testimonial was provided by a current client. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success or similar services.
“I have had the pleasure of knowing Cory for over 15 years. He is a trusted friend and advisor. I would recommend him, without hesitation, to anyone seeking sound financial advice and oversight.” – Rick C
