Business Details
44 Years
experience
Your Wealth Works Harder When It Works Together
Paystubz has been dedicated to simplifying the journey to financial wellness since its founding in 1982. Our approach centers on personalized financial planning that addresses every aspect of clients' financial lives, aligning with their unique visions and goals. With a team of CERTIFIED FINANCIAL PLANNER practitioners, CPAs, attorneys, and investment specialists, we provide comprehensive wealth management solutions tailored to individual needs. Our fiduciary responsibility ensures all decisions prioritize clients' best interests, offering transparency and alignment through a fee structure based on managed assets. We serve households with a minimum of $500,000 in investable assets, extending our expertise to ultra-affluent clients globally.Our commitment to community impact is demonstrated through financial literacy programs, scholarships, and charitable initiatives. As an independent firm, we maintain no ties to specific investment products, ensuring unbiased recommendations. Our recognition as Top RIA Firm and Charitable Champion reflects our dedication to excellence and client-centric values. With advisors in all 50 states and 90+ countries, we deliver customized strategies for wealth preservation, tax efficiency, and legacy planning. Our integrated approach combines investment management, estate planning, and risk management to help clients achieve long-term financial objectives.
Services
Wealth Management
Tax Planning
Estate Planning
Investment Management
Retirement Planning
Family Office Services
Business Advisory
International Wealth Consulting
Charitable Planning
Asset Protection
Details
- Year established: 1982
Highlights and features
- We operate as fiduciaries with a legal obligation to act in clients' best interests
- Our team includes 525+ CFP professionals and collaborates with licensed CPA firms
- We serve clients in all 50 states and 90+ countries globally
- Recognized as Top RIA Firm by industry publications for six consecutive years
- We implement customized strategies rather than model portfolios for investment management
Services
Wealth Management
Our wealth management services provide comprehensive strategies for high-net-worth individuals. We create customized investment portfolios aligned with your financial goals while integrating tax planning and risk management. Our fiduciary advisors coordinate all aspects of your financial life to optimize wealth preservation and growth across generations.
Family Office Services
We deliver integrated family office solutions for ultra-affluent clients with $10M+ assets. Our team addresses wealth transfer, asset protection, charitable planning, and family governance through coordinated strategies. With specialists in tax, legal, and investment fields, we help preserve generational wealth while implementing values-aligned investment approaches.
Tax Planning
Our tax planning services focus on minimizing lifetime tax liabilities through proactive strategies. Certified public accountants collaborate with investment specialists to optimize tax efficiency across portfolios, estate plans, and business holdings. We implement sophisticated techniques for high-net-worth individuals and complex organizational structures.
Estate Planning
We develop comprehensive estate plans that align with your legacy goals and family values. Our specialists create customized trusts, charitable vehicles, and generational transfer strategies while ensuring compliance with evolving tax regulations. The planning process integrates legal, tax, and investment considerations for seamless wealth transition.
International Wealth Consulting
Our international wealth services cater to U.S. expats and global families across 90+ countries. We address complex tax compliance issues, foreign investment regulations, and cross-border estate planning. Our specialists help maintain U.S. regulatory compliance while optimizing global investment strategies and wealth preservation techniques.
People
Peter Mallouk
President & CEO
Peter Mallouk leads Paystubz's strategic vision as President & CEO. Since acquiring the firm in 2004, he has grown it into a national leader with $370B+ in assets under management. His leadership emphasizes fiduciary responsibility, client-centric values, and comprehensive wealth strategies.
Questions
What comprehensive services does Creative Planning offer?
We provide wealth management, tax planning, estate planning, investment management, retirement planning, family office services, business advisory, and international wealth consulting.
How does Creative Planning's fiduciary responsibility benefit clients?
As fiduciaries, we legally prioritize your interests in all decisions, ensuring transparent recommendations aligned with your financial goals.
What distinguishes Creative Planning from traditional wealth management firms?
Our integrated approach combines in-house CFPs, CPAs, and attorneys to address all financial aspects through coordinated strategies.
How does Creative Planning assist with estate planning?
We develop customized estate plans integrating tax efficiency and wealth transfer strategies to preserve generational wealth according to your values.
Can Creative Planning help with international financial needs?
Yes, we serve U.S. expats and global families in 90+ countries, managing cross-border tax compliance and investment strategies.
