The firm is the modern realization of three generations of financial services industry expertise. Previously known as Poynor & Associates, Shades Creek Wealth Advisors, Inc. is dually registered to address and deliver fee-based and brokerage financial products such as financial planning, individual stocks, bonds, mutual funds and exchange traded funds. We expanded access to alternative investments such as private equity, hedge funds and structured notes as well as insurance for individuals and corporations.
We are independent wealth advisors guiding clients through the complex financial investing industry. We offer the following services:
We are a boutique firm making a big impact with our clients.* We do this through our Independent Broker Dealer, Arete Wealth Management, LLC, our Registered Investment Advisor, Arete Wealth Advisors, LLC, and our custodian, Fidelity Investments. Fidelity has a longstanding reputation for integrity and proven financial management expertise. Arete Wealth is a nationally-ranked financial services firm with comprehensive wealth management services. This combination provides cutting-edge opportunities with stable, small firm client service.
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* Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against loss. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
Arete Wealth Advisors, LLC is an SEC registered Investment Advisor.
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