Advisor at Wealth Creation Management Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Creation Management Group LLC
Location
Monroe, NY
Credentials
Series 63, Series 65, Series 66
Industry experience
32 years
Joseph Barreiro is a financial advisor at Wealth Creation Management Group LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Wealth Creation Management Group since 2019. Prior to that, he was affiliated with United Planners' Financial Services of America and INVEST Financial Corp. Barreiro also operates as an independent insurance agent. Wealth Creation Management Group LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm offers tailored investment programs and conducts free public seminars and workshops, using a range of analytical strategies and a third-party platform to manage retirement plan participant accounts.
Based on Wealth Creation Management Group LLC
Financial planning fees between $250 and $1,000, billed 50% in advance, balance due upon plan delivery
$0 - $1,000,000: 1.75% Over $1,000,000+: 1.10%
Monroe, NY
New Jersey
Wealth Creation Management Group LLC
2019 - Present (7 years)
United Planners' Financial Services of America A Limited Partner
2017 - 2020 (3 years)
INVEST Financial Corp
2007 - 2017 (10 years)
Joseph Barreiro, Sole Proprietor
1994 - Present (32 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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