Creative Planning StrategiesProfilePracticeResourcesContact CPS
Overview
Scott J. Silbert
CPS-USA
Overview
Case Studies
3D Wealth™
3D Wealth Alliance
Overview
News & Views
Speaking
Email, phone,
fax, address
and directions

3D Wealth™ Alliance

We bring a lot of know-how to the table, and we've seen the world change significantly over the decades. This has given us the technical knowledge — and keen sense of innovation — that our clients value. We have also found something more elusive: a deep appreciation for experiencing how our strategies have stood the test of time even under the most stressful conditions. But even with decades of experience, and time-tested results, we realize that we cannot do it alone.

This is what led us to create the 3D Wealth™ Alliance, an alliance with some of the most forward-thinking highly-respected professionals in the accounting, law, banking and consulting fields. Together, we help our clients reach their ultimate potential. If you think you would like to explore a relationship with Creative Planning Strategies and the 3D Wealth™ Alliance, feel free to call us at 212.244.1334 or email us at info@cpsnyc.com for some additional information.

Some of the individuals and firms we are currently working with include:

HOME
who do you want
on your team of
trusted advisors?
Scott at a luncheon given by Signature Bank.
Scott with William R. Solli, Esq., a tax attorney who helps successful owners of closely held businesses and executives resolve tax issues. Bill and Scott share a number of clients.