Creekside Partners
Overview
Creekside Partners is an independent, employee-owned fiduciary advisory firm located in Petaluma, California. Established to prioritize clients' interests, the firm offers a comprehensive suite of financial services, including investment management, retirement planning, estate planning, tax strategies, and education planning. Their approach emphasizes personalized relationships, ensuring that each client's unique financial goals are met with tailored solutions. Specializing in municipal bonds and state tax-free treasuries, Creekside Partners focuses on providing safe, tax-free income options while maintaining low risk and minimal taxes. The firm's team comprises experienced professionals dedicated to simplifying clients' financial lives and reducing financial worries. By combining the personalized service of a small firm with the sophistication and resources of larger institutions, Creekside Partners delivers customized solutions that align with clients' short-term and long-term objectives.
Investment Focus
- Focus on fixed income investments, particularly municipal bonds and state tax-free treasuries
- Preference for clients seeking personalized, fiduciary financial advisory services
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Frequently asked questions about Creekside Partners
What sectors does Creekside Partners invest in?
Creekside Partners invests in Financial Services, Real Estate, Investment Management, Estate Planning, Financial Planning and Risk Management, and is based in California, United States. Creekside Partners is listed as a family office in the ConnectSafely investor database.
What stage does Creekside Partners invest at?
Creekside Partners backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 100K - 10M.
Which regions does Creekside Partners invest in?
Creekside Partners invests across United States.
Who are the partners at Creekside Partners?
Team members listed for Creekside Partners include Teresa Coleman (Principal).
How do I contact Creekside Partners?
Creekside Partners's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
