Our Services

Solid Financial Guidance in Changing Times

We provide holistic wealth management and investment advice by offering a wide range of services and strategies that are custom tailored to your unique needs. Through our experience and knowledge in account management, insurance, retirement planning, and estate planning, our goal is to help ensure that your complex financial portrait is simplified and that you can confidently pursue your financial targets.

Collaborative Process

A Comprehensive Approach

Through a series of open conversations we will gather information from you in order to create solutions that are focused on your unique and specific goals. We will work with any other professional you may have (financial, business, accounting, tax, insurance, etc.) further enhancing your holistic profile. We will assist you in discovering and quantifying your goals and any potential risks.

Holistic Wealth Management

Expert Guidance

Our all-encompassing approach will enable us to quantify and prioritize your entire financial life from which we can design a personalized, comprehensive wealth program for you.  Together we will actively track your goals and identify changes to keep you on track.  Creekside Capital will make specific recommendations for investing and managing your wealth.  We will regularly prioritize, implement, document and review your finances.

Growth

The Path to Success

Our goal is to maintain and grow your wealth by protecting and preserving the assets you’ve earned by providing ongoing guidance.  We will create a financial plan designed around your individual goals and personal circumstances and managed within your distinctive risk/return needs.  Through our long-term approach to investing we will provide financial expertise and discipline that is necessary to help you achieve your goals and leave a legacy.

 

Contact

(865) 693-5300

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Creekside Capital, Inc. (Creekside) is a Securities and Exchange Commission (SEC) registered investment adviser located in Knoxville, Tennessee.  Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of Creekside by the SEC.  Creekside may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Creekside’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. You should not construe Creekside’s website as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the internet. Any subsequent, direct communication by Creekside with you will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where  you reside.  A copy of Creekside’s current written disclosure statement discussing Creekside’s business operations, services and fees is available from Creekside upon written request or at www.adviserinfo.sec.gov.


Creekside does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to Creekside’s website or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and you should be guided accordingly. 


The information provided on Creekside’s website is for informational purposes only and you should determine for yourself whether a particular service or product is suitable for your investment needs.  Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance.  


Nothing provided on Creekside’s website constitutes tax or legal advice.  You should see the advice of your own tax or legal advisor for specific information regarding tax and legal consequents of investments.