Black Creek Wealth Management, LLC (Florida OFR-registered fee-only fiduciary Investment Adviser, CRD #312679) is an independent retirement income and active portfolio management firm located in Fleming Island, Clay County, Florida. Founded in 2019 and led by CEO, Chief Investment Officer, and Principal Wealth Planner Cory Matthew Shrader, CFA®, CFP®, CMT (CRD #5618406), who holds the elite trio of Chartered Financial Analyst®, Certified Financial Planner™, and Chartered Market Technician® designations, the practice specializes in sequence-of-returns risk protection, tax-efficient retirement paycheck distribution, Florida Retirement System (FRS) DROP and TSP rollovers, and long-term care liquidity planning for retirees across Fleming Island, Eagle Harbor, Black Creek, Green Cove Springs, and Middleburg.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Black Creek Wealth Management, LLC (CRD #312679); SEC IAPD / FINRA BrokerCheck Profile — Cory Matthew Shrader, CFA®, CFP®, CMT (CRD #5618406); Black Creek Wealth Management Official Website
Issuer: Florida Office of Financial Regulation / SEC IAPD
Notes: Independent fee-only fiduciary Registered Investment Adviser (Sunbiz Doc# L19000159283) headquartered at 2719 Shade Tree Drive, Fleming Island, FL 32003.
Issuer: CFA Institute / CFP Board / CMT Association
Notes: Founded and led by CEO, CIO & Principal Wealth Planner Cory Matthew Shrader, CFA®, CFP®, CMT (CRD #5618406).
Factual details and direct answers about Black Creek Wealth Management, LLC's services, licensing, and credentials.
What professional designations does Black Creek Wealth Management founder Cory Shrader hold?
Cory Matthew Shrader (CRD #5618406), founder and Chief Investment Officer of Black Creek Wealth Management, LLC (CRD #312679) in Fleming Island, holds the Chartered Financial Analyst® (CFA®) charter, the Certified Financial Planner™ (CFP®) certification, and the Chartered Market Technician® (CMT) designation.
Is Black Creek Wealth Management in Fleming Island an independent fiduciary firm?
Yes. Black Creek Wealth Management, LLC (CRD #312679) is an independent, fee-only Registered Investment Adviser legally bound by a fiduciary duty to act in clients' best interests without proprietary bank product quotas or insurance sales commissions.
How does Black Creek Wealth Management help Clay County seniors transitioning into retirement?
The firm focuses on retirement transition engineering for ages 55+, including protecting portfolios against early-retirement market drawdowns, coordinating FRS DROP lump-sum rollovers for Clay County educators and deputies, managing military TSP accounts, and optimizing RMD and Roth conversion tax brackets.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.