Creative Wealth Group Team Profile | Ameriprise Financial

Our Why:

Inspire Confidence • Simplify Life • Build Meaningful Relationships

Our Guiding Principles:

Clients Come First
Integrity Always
Strive for Excellence
Pursue Life Balance
Serve Community

Our Credo:

Creative Wealth Group works to inspire a more confident future through a collaborative advisory experience. Integrity and our clients' interests are our highest mission.

We strive for excellence and build meaningful relationships. Working together we simplify life for our clients and team members alike.

Creative Wealth Group pursues life balance while making a positive impact in the communities where we live.

Retirement Planning Strategies
Financial Strategies for LGBTQ Couples and Families
Investments

Creative Wealth Group, Ameriprise Client Experience Award, 2020-2023
Joseph Della Monica, Ameriprise Circle of Success, 2004-2023
Joseph Della Monica, Ameriprise Circle of Success Diamond Ring, 2016
Joseph Della Monica, Forbes Best-in-State Wealth Advisors, 2020-2024

National Day of Service 2024 at Nourishing Hope's La Casa Norte in Humboldt Park, Chicago.

Each November we participate in the National Day of Service. This year, we split into two groups to help at Nourishing Hope's La Casa Norte. Our morning group unloaded food from trucks and helped prepare the pantry for the community. Our afternoon group helped community members pick their groceries.