Fred Hubler Shares How To Build An Alternative Asset Focused Portfolio

10 days ago
19

My guest in the episode is Fred Hubler. Fred is the founder and CEO of Creative Capital Wealth Management Group, a boutique advisory firm specializing in advanced financial planning strategies for high-net-worth individuals, entrepreneurs, and family offices.

With over two decades of experience in wealth management, Fred is known for bringing innovative, often little-known strategies to the mainstream—helping successful people go beyond the traditional 60/40 portfolio and create smarter, more tax-efficient ways to build and preserve wealth.

He’s a nationally recognized speaker and trusted consultant to professionals across the legal, medical, and executive leadership space, with a focus on alternative investments, tax planning, and legacy-focused financial design.

Fred holds an MBA from the Pennsylvania State University, a Certified Wealth Strategist® designation, and has been featured in multiple media outlets for his contrarian yet results-driven approach to wealth strategy.

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