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About Creative Wealth Builders

"It's never crowded along the extra mile" ~ Dwyer
For all of life's journeys, travel with us, we go the extra mile

Creative Wealth Builders, LLC was founded by Pamela Diamond, CPA/PFS to provide superior investment management and financial planning services to all who wish to achieve their financial goals. As an independent, fee-only planner, she is able to provide competent and objective advice, enabling her clients to realize their financial goals without requiring any set portfolio value or net worth minimums. This flexibility allows her clients to receive the professional guidance, skills and knowledge which would otherwise only be available to “high net worth” individuals. In addition, all of the portfolio analysis, monitoring and implementation is personally performed by Pamela Diamond, so you can be assured that her 25 years of experience is working directly for you. Pamela Diamond, CPA/PFS and Creative Wealth Builders, LLC does not sell any products or mutual funds. She does not receive any commissions or fees of any kind, from any company, organization or individual. 100% of the revenue she receives is from her satisfied clients.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How much Disability Income Insurance do you need?

Compare the potential future value of tax-deferred investments to that of taxable investments.

This calculator is designed to help you attach a dollar figure to your life’s work.

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