Opening Doors to Your New Future

At Creating & Managing Wealth, LLC, we are one of the sole financial firms specializing in providing the resources for clients in the Education industry. As knowledge brokers, we provide an integrated financial planning approach in educating our clients so you can make the most informed decisions at every stage of your career- during the accumulation period, the transition into retirement, and the most critical time, when managing distributions in retirement.

At CMW, we provide a comprehensive range of services to ensure that every aspect of your retirement is planned out. Together, we will create the strategic financial roadmap you need to reach your retirement goals. Our staff includes TRS experts specializing in the State Retirement Systems.


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Christina W. Gears Financial Planning for Educators CMW Newsletter
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Advisory Services and Securities offered through Lincoln Investment Planning, Inc. Registered Investment Advisor, Broker Dealer Member FINRA/SIPC. Creating & Managing Wealth, LLC. and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business. 03/12. Supervising Office: 218 Glenside Avenue, Wyncote, PA 19095 (215) 887-8111. This site has been prepared for information purposes only and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment Planning, Inc. is registered as an investment advisor with the US Securities and Exchange Commission and as a broker dealer in all fifty states, Financial Representatives of Creating and Managing Wealth, LLC offer advisory services and securities through Lincoln Investment Planning, Inc. and may only transact business in a particular state if first registered and only after complying with registration requirements.