History

Creveling Wealth Management is an investment firm that helps affluent retirees make smart money decisions. William R. Creveling, CFP®, the president and founder of the firm, who is also an Investment Adviser Representative of Commonwealth Financial Network®, understands the needs of successful retirees and individuals approaching retirement. We cater our practice to understanding your goals and values so you may lead a retirement lifestyle that is fulfilling and meaningful. In a nutshell, our goal is to help you obtain a worry-free retirement.

Helping individuals with investments and financial planning has been Bill Creveling's pursuit for 34 years. After spending the first 18 years of his career with a large investment firm, Bill decided to set out on his own and create the type of firm he knew was needed in this day and age of rushed and sometimes impersonal service. Bill employs individuals who share his outlook—to provide comfort to investors seeking help with their financial goals and to assist them in a knowledgeable, courteous, and professional manner.

Creveling Wealth Management chose to partner with Commonwealth, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that you receive a wide variety of investment choices to complement your goals. It also helps us best serve you in a seamless and efficient manner by providing back-office, investment, and technology support.