Sophisticated financial guidance individually applied
Creekstone Financial founder Patricia Bennett and her team draw from their extensive experience in financial planning, banking and business to manage the financial affairs of wealthy families across the nation.
In addition to managing and preserving wealth, the team helps with decision-making on important matters that can have a significant impact on each client’s financial well-being. At Creekstone Financial, our goal is to bring a superior level of quality not only to our clients’ investment portfolios, but to their lives.
