Creekside Partners
Investment Details
Investor Type
Family Office
Asset Class Focus
Fixed Income (Debt and Bonds), Municipal Bonds
Stage Focus
Growth, Late Stage, Pre-IPO
Geographical Focus
United States
Industries Focus
- Financial Services
- Real Estate
- Investment Management
- Estate Planning
- Financial Planning
- Risk Management
- Municipal Bonds
- Retirement Planning
- Investment Advisory
- Tax Planning
- Financial Consulting
- Portfolio Management
- Education Planning
- Treasuries
- Asset Allocation
Investment Size:
100,000 to 10,000,000 USD
Investor Details Founded: 2007
Creekside Partners is an independent, employee-owned fiduciary advisory firm located in Petaluma, California. Established to prioritize clients' interests, the firm offers a comprehensive suite of financial services, including investment management, retirement planning, estate planning, tax strategies, and education planning. Their approach emphasizes personalized relationships, ensuring that each client's unique financial goals are met with tailored solutions.
Specializing in municipal bonds and state tax-free treasuries, Creekside Partners focuses on providing safe, tax-free income options while maintaining low risk and minimal taxes. The firm's team comprises experienced professionals dedicated to simplifying clients' financial lives and reducing financial worries. By combining the personalized service of a small firm with the sophistication and resources of larger institutions, Creekside Partners delivers customized solutions that align with clients' short-term and long-term objectives.
Requirements
- Focus on fixed income investments, particularly municipal bonds and state tax-free treasuries
- Preference for clients seeking personalized, fiduciary financial advisory services
Contact
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Mentioned In
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$49.95
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$14.95
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$19.95
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$24.95
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