884: Fred Hubler: How To Build An Alternative Asset Focused Portfolio

August 4

48 mins

Episode Description

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.

Interview Links:

Creative Capital Wealth Management Group: https://ccwmg.com/

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The 21 Most Unique Cashflow Niches

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