Planning & Wealth Management

"Destiny is no matter of chance.
 It is a matter of choice. 
 It is not a thing to be waited for, 
 it is a thing to be achieved"
- William Jennings Bryan ( 1860-1925)

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 Registered Investment Advisor we are able to provide caring, competent and objective advice, enabling our clients to realize their financial goals without requiring any set portfolio value or net worth minimums. This flexibility allows our clients to receive the professional guidance, skills and knowledge which would otherwise only be available to “high net worth” individuals.

Why Choose us

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. We provide independent advice carefully tailored to each individual clients needs, and we do not sell products - ever. We take our fiduciary responsibility seriously, and put your needs first.

Our fees are fully transparent and as a privately-held independent advisory firm, our advice and investment selection is never influenced by a corporate parent. We value the long standing relationships we have with each client, and do not receive any commissions or fees of any kind from any outside company, organization or individual. We are proud that 100% of the revenue we receive is from our satisfied clients.

Pamela has been a Certified Public Accountant since 1988, and uses her strong and varied background in all aspects of public accounting to provide tax-favored investment solutions.