Creating Managing Wealth, LLC is a financial planning firm with a strong focus on providing compassionate and integrative services to clients in Irving, Texas and Tulsa, Oklahoma. Led by CEO Christina Winters, the team of licensed financial representatives at Creating Managing Wealth is dedicated to delivering clear information, powerful strategies, and options tailored to individual needs, with a commitment to honesty, integrity, and professionalism.
The company's mission is to be the premier firm trusted by individuals seeking financial planning assistance, offering positive, compassionate, and empowering services that aim to help clients achieve their financial goals. With a vision to make a real and lasting difference in the lives of their clients and community, Creating Managing Wealth prides itself on its values of responsiveness, innovation, and teamwork, striving to be the heart of the Caring Standard in financial planning.
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