Chris Creed, CFP®, CPWA®

Chris Creed, CFP®, CPWA®

Senior Lead Adviser, Venturi Wealth Management

Chris Creed is a Senior Lead Adviser for Venturi Wealth Management. Chris partners with new clients to organize, plan and manage all aspects of their family's financial life. As a Certified Financial Planner® professional and a Certified Private Wealth Advisor®, Chris creates customized wealth planning strategies unique to highly affluent clients.

I Sold My Business … Now What?
A $100 bill floats in water.
small business

I Sold My Business … Now What?

The rich cash infusion that comes from selling a business can create a liquidity conundrum that's a challenge to manage.
August 3, 2021
Smart Tips for Estate Planning: Write Your Will Like George Washington Did
retirement

Smart Tips for Estate Planning: Write Your Will Like George Washington Did

The father of our country crafted a finely detailed and surprisingly personal will to protect his family and his legacy. Follow in his footsteps by ke…
August 9, 2019
7 Tips for Raising Wealthy Kids to Be Socially Responsible
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
retirement

7 Tips for Raising Wealthy Kids to Be Socially Responsible

To avoid raising spoiled, entitled kids, some parents clam up about their wealth entirely. That's not the answer. Instead, get talking and teaching an…
May 24, 2019