top of page
zen1.jpg
Millennial5.jpg
LGBT2.jpg
outdoor_living5.jpg
zen2.jpg

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.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Moving to a new state may have tax consequences that can follow you long after you settle in.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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

Determine whether you should consider refinancing your mortgage.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

bottom of page