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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


Disclosure

Jason Bourque is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4139864), CT, FL, HI, IL, MA, MI, NH, NY, OH, RI, SC, UT, VA, and WI. No insurance business may be conducted outside the states referenced.

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.

Jason Bourque is a Registered Representative of and offers 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 781-347-3424. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, GA, HI, IL, MA, NH, NM, NY, OH, RI, SC, UT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Jason Bourque is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CT, FL, GA, HI, IL, MA, NH, NM, NY, OH, RI, SC, UT, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Blair Breton is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CT, DE, FL, GA, MA, ME, NC, NH, NY, OH, RI, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Blair Breton is a Registered Representative of and offers 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 781-347-3424. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CT, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Blair Breton is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CT, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Matthew Hughes is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of DE, FL, GA, MA, NC, NY, RI, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Matthew Hughes is a Registered Representative of and offers 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 781-812-8903. In this regard, this communication is strictly intended for individuals residing in the states of DE, FL, GA, MA, NJ, NY, RI, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Hughes is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of DE, FL, GA, MA, NJ, NY, RI, SC, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Brian St Croix is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, CT, MA, ME, NH, NY, RI, and VT. No insurance business may be conducted outside the states referenced.

Brian St Croix is a Registered Representative of and offers 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 508-279-4429. In this regard, this communication is strictly intended for individuals residing in the states of CO, MA, ME, NH, RI, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Brian St Croix is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CO, MA, ME, NH, RI, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

William Charrier Jr is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MA, and RI. No insurance business may be conducted outside the states referenced.

William Charrier Jr is a Registered Representative of and offers 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, 101 Accord Park Dr Ste 201, Norwell, MA, 02061, 781-347-3424. In this regard, this communication is strictly intended for individuals residing in the state of Massachusetts. No offers may be made or accepted from any resident outside the specific state referenced.

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.

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

CLICK HERE
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