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Helping families
create legacies that last

Clear financial guidance to help you make confident,
strategic decisions—for yourself and generations to come.

Here for you, for your family, for life.

At Creative Wealth Solutions, we hold a strong belief that each person and situation is unique, and that meaningful guidance must reflect that. Financial solutions are never “one size fits all,” which is why we’re committed to pairing trusted, professional advice with a deep understanding of your individual needs. No one should have to walk their financial journey alone, because when you have a partner offering personalized perspective and support, you’re free to focus on what matters most without worrying about the future. 

As your financial partner, we come alongside you, listen to your concerns and desires, and help you implement tailored strategies that protect and maximize your wealth. We look at your whole financial picture, providing clarity, direction, and wise counsel for every season and situation. Our goal is to empower you and your family for generations, so you can enjoy life knowing someone you trust is looking out for you.

Meet Your Team

The CWS Difference


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Genuine

Our priority is bettering your financial wellbeing, so we always do what’s best for you, regardless of how it impacts us.

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Dedicated

We become a lifelong financial partner, actively helping you stay on track and holding you accountable to your goals.

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ATTENTIVE

We regularly review your progress and make proactive recommendations to help you stay on track and maximize opportunities. And whenever you have questions or need guidance, we’re here, ready to help.

PUR·POSE


b. – the reason for which something is done or created - or for which something exists.

Start Your Legacy Planning Today

Our Location

101 Accord Park Drive
Ste 201
Norwell, MA 02061

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Our Contact

(781) 347-3424
info@creativewealthsolution.net


For more information about NYLIFE Securities LLC and its investment professionals.

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Disclosure

Jason Bourque, Blair Breton, Matthew Hughes, Brian St Croix, and William Charrier Jr are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Jason Bourque (CA Insurance License #4139864).

As a New York Life Agent, Jason Bourque is licensed and authorized to offer insurance in California, but CREATIVE WEALTH SOLUTIONS & INSURANCE SERVICES, LLC may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Jason Bourque, 101 Accord Park Dr Ste 201, Norwell, MA 02061, 781-347-3424.
Blair Breton, 101 Accord Park Dr Ste 201, Norwell, MA 02061, 781-347-3424.
Matthew Hughes, 101 Accord Park Dr Ste 201, Norwell, MA 02061, 781-812-8903.
Brian St Croix, 101 Accord Park Dr Ste 201, Norwell, MA 02061, 508-279-4429.
William Charrier Jr, 101 Accord Park Dr Ste 201, Norwell, MA 02061, 781-347-3424.

Jason Bourque, Blair Breton, Matthew Hughes, and Brian St Croix are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

CREATIVE WEALTH SOLUTIONS & INSURANCE SERVICES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither CREATIVE WEALTH SOLUTIONS & INSURANCE SERVICES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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