About Creative Capital

Architects of unconventional wealth

DSTExchange is developed and maintained by Creative Capital Wealth Management Group — a nationally recognized, retainer-based wealth management firm focused on alternative investments and Delaware Statutory Trust strategies.

20
Years serving clients
34
States with clients
27
Non-profits supported

Who Creative Capital is

Creative Capital Wealth Management Group is a fiduciary advisory firm serving clients across more than thirty states. The firm's long-standing relationships with recognized alternative-investment sponsors give clients access to small and less-promoted alternative investments that most advisory firms don't see, and its retainer-based structure means guidance is delivered without the asset-under-management conflicts common in the industry.

What sets the firm apart

Retainer-based model

Creative Capital is one of a small number of firms nationally that operates on a flat retainer rather than asset-based fees — advice is not tied to how much you invest, which removes a common conflict of interest.

Access to less-promoted sponsors

Long-standing relationships with recognized alternative-investment sponsors give clients access to smaller, less-promoted offerings — including 1031/DST programs — that typically don't show up at large advisory firms.

Alternative-investment focus

Rather than treating alternatives as an afterthought, the firm's practice is built around them: 1031/DST strategies, private real estate, accelerated depreciation funds, and other tax-aware structures used by high-income earners and property owners.

A national footprint

Clients work with the firm from Alabama and Arizona to Wisconsin and West Virginia — 34 states in total. Geography isn't a barrier to working with a specialist in 1031/DST strategy.

In the press

Commentary from Creative Capital's leadership has appeared in outlets including:

The Wall Street JournalForbesKiplingerUS News & World ReportChristian Science Monitor

Why we built DSTExchange

Most investors first hear about Delaware Statutory Trusts in the middle of a 1031 exchange, when the clock is already running and the information available online is fragmented or sponsor-driven. Creative Capital built DSTExchange as a neutral, educational resource so investors can understand how 1031 exchanges and DSTs actually work — before deciding whether personalized guidance makes sense. When you're ready for a conversation about your specific situation, you'll be working directly with the Creative Capital team.