Menu
Home
About Us
Services
Resources
Estate
Insurance
Investment
Lifestyle
Money
Retirement
Tax
Contact Us
Global Portfolio Strategy | September 2025
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:5854341927'>585-434-1927</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">100 Allens Creek Road</p> <p class="moonlight-address2">Building 100, Suite 120</p> <p> <span class="moonlight-city">Rochester,</span> <span class="moonlight-region">NY</span> <span class="moonlight-postalcode">14618</span> </p> </div> <a href="mailto:info@creeksidecapitalmgmt.com" itemprop="email"> info@creeksidecapitalmgmt.com </a> </div> <div class="c-socialMedia"> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.creeksidecapitalmgmt.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.creeksidecapitalmgmt.com/resource-center/investment" >Investment</a></li><li><a href="https://www.creeksidecapitalmgmt.com/resource-center/estate" >Estate</a></li><li><a href="https://www.creeksidecapitalmgmt.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.creeksidecapitalmgmt.com/resource-center/tax" >Tax</a></li><li><a href="https://www.creeksidecapitalmgmt.com/resource-center/money" >Money</a></li><li><a href="https://www.creeksidecapitalmgmt.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.creeksidecapitalmgmt.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.creeksidecapitalmgmt.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.creeksidecapitalmgmt.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.creeksidecapitalmgmt.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member <a href="https://www.finra.org/" target="_blank" rel="noopener">FINRA</a> & <a href="https://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>. Creekside Capital, LLC and LPL Financial, LLC are separate entities.</p><p>The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, FL, GA, HI, IA, IN, IL, MA, MD, NC, NV, NY, PA, SC, TX, VA, VT.</p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieUtilities.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieConsentBanner.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookiePreferences.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/embedBlockedPlaceholder.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js?v=1"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/subpageBanner.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/commonRequests.js"></script><script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/front-end-snippets/slick/slick.min.js"></script><script> combiningSectionsFunction('.dev-combineSections-Services'); combiningSectionsFunction('.dev-combineBoxes', true); //CTA version moveSection('.dev-specialCTA-insertFormSXS.section_Form', '.dev-specialCTA-insertFormSXS.section_SideBySide .c-sxs__text'); $(function () { // 1. The Contact/Schedule Buttons (Defaults to 'navMimicBtn') setNavMimicBtn({ urls: ['/contact', '/schedule', '/meeting'] }); setNavMimicBtn({ urls: ['/account-view'], classNames: ['navMimicBtn2'] }); // const videoBG = [ // { // type: 'video', // selector: 'dev-sectionEffect-videoBackground', // videoSRC: '//static.fmgsuite.com/media/documents/ea600a0b-863e-4eb9-bcf2-978d6443a23f.mp4', // poster: '//static.fmgsuite.com/media/SectionBackgroundImage/originalSize/cd68570c-e898-4865-9fca-050ddacdbfd2.jpg', // }]; // videoBackground(videoBG); }); // wrap for formatting heading and body copy to be side by side $('.dev-heading-horizontal').each(function () { var $box = $(this).find('.c-text__section'); $box.find('.box-copy').children().not('h2').add($box.children('.c-btn')).wrapAll('<div class="paragraphContent" />'); }); // wrap boxes for image stack $(window).on('load', function () { $('.dev-boxes-ImgStack').each(function () { var $boxes = $(this).find('#box2, #box3'); if ($boxes.length === 2) { $boxes.wrapAll('<div class="imageWrapper" />'); } }); }); $('.dev-boxes-ImgStack #box1 .c-section-boxes__inner-box').each(function () { $(this).children(':not(.c-box-image)').wrapAll('<div class="innerContent" />'); }); // Move second button in a text section $('.dev-moveBtnTwo').each(function () { $(this).find('.c-text__section > a.c-btn').wrap('<div class="btnWrapper" />'); $(this).find('.box-copy a').detach().appendTo($(this).find('.btnWrapper')); }); // Add placeholders based on label text $('.dev-addPlaceholders').each(function () { const $scope = $(this); $scope.find('input, textarea').each(function () { const $field = $(this); if ($field.is('[type="hidden"], [type="submit"], [type="button"]')) return; if ($field.attr('placeholder')) return; let labelText = ''; const id = $field.attr('id'); if (id) { const $label = $scope.find('label[for="' + id + '"]'); if ($label.length) { labelText = $label.first().text().trim(); } } if (!labelText) { const labelledby = $field.attr('aria-labelledby'); if (labelledby) { const $label = $scope.find('#' + labelledby); if ($label.length) { labelText = $label.first().text().trim(); } } } labelText = labelText.replace(/:$/, ''); if (labelText) { $field.attr('placeholder', labelText); } }); }); // Anchor section IDs $('[class*="dev-sectionID-"]').each(function () { const classes = $(this).attr('class').split(' '); let anchorName = classes.filter(cls => cls.startsWith('dev-sectionID-'))[0]; anchorName = anchorName.replace(/dev-sectionID-/g, '').toLowerCase(); if (anchorName) { $(this).attr('id', anchorName); } }); //Count Up to Number if (document.querySelectorAll(".dev-EnableNumberCounter").length > 0) { $('.dev-EnableNumberCounter').each(function () { $(this).find('h2, h3').each(function () { let number = $(this).text().match(/[\d.]+/); if (number?.length) number = Number(number[0]); if (number > 0) { $(this).html($(this).html().replace(number, `<span class="counter" data-total="${number}">0</span>`)); } }); }); const runCounter = function (total, target) { $(target).prop('Counter', 0).animate({ counter: total }, { duration: 4000, easing: 'swing', step: function (now) { if (total % 1 == 0) { $(target).text(Math.ceil(now).toLocaleString()); } else { $(target).text(now.toFixed(1).toLocaleString()); } } }); }; const countUpCallback = function (entries, observer) { entries.forEach(function (entry) { if (entry.isIntersecting) { Array.from(entry.target.querySelectorAll('.counter')).forEach(function (counterElement) { runCounter(counterElement.dataset.total, counterElement); }); observer.unobserve(entry.target); } }); }; const countUpOptions = { threshold: 0.3 }; const countUpObserver = new IntersectionObserver(countUpCallback, countUpOptions); $('.dev-EnableNumberCounter').each(function () { countUpObserver.observe(this); }); } // move statwrapper to below button $(window).on('load', function () { $('.dev-EnableNumberCounter .box').each(function () { var $box = $(this); var $stats = $box.find('.statWrapper'); var $button = $box.find('.c-btn'); if ($stats.length && $button.length) { $stats.insertAfter($button); } }); }); // Wrap sXs interior for creating boxed look $('.section_SideBySide').each(function () { $(this).find('.o-grid__collapse').children(':not(.c-sxs__image)').wrapAll('<div class="innerContent" />'); }); // Team section slick rotator let findTeamRotators = document.querySelectorAll(".dev-slick-RotatorTeam"); findTeamRotators.forEach((Rotator) => { Rotator.querySelector('.c-team-section__container').classList.add("slider"); Rotator.querySelectorAll('.c-team-section__member').forEach((Member) => { let MemberLink = Member.querySelector("h4 a").getAttribute("href"); Member.classList.add("slider__item"); Member.querySelector(".c-team-member__info").insertAdjacentHTML("beforeend", '<a class="c-btn" href="' + MemberLink + '">Learn More</a>'); }); }); $('.dev-slick-RotatorTeam .slider').slick({ speed: 500, autoplay: true, cssEase: 'linear', slidesToShow: 3, slidesToScroll: 1, variableWidth: false, arrows: true, infinite: true, responsive: [{ breakpoint: 1200, settings: { slidesToShow: 2, } }, { breakpoint: 650, settings: { slidesToShow: 1, } }], }); // Move team rotator into side section $('.dev-slick-RotatorTeam').appendTo('.dev-teamRotatorWrapper #box2 .c-box__paragraph'); // wrap for resource box styling $('.dev-resourceBox .box').each(function () { $(this).find('.c-section-boxes__inner-box > *:not(.c-box-image)').wrapAll('<div class="boxTextWrapper" />'); }); // Move boxes into SxS $('.dev-sxsBoxWrapper').each(function () { $(this).next('.dev-sxsBoxes').appendTo($(this).find('.c-sxs--description')); }); $('.dev-boxes-services .box').each(function() { const $title = $(this).find('.c-box__title'); const $btn = $(this).find('.c-btn.c-box__btn, .wrappedBoxLink'); $btn.attr('href', 'javascript:;') $btn.click(function() { const params = { title: $title.text().trim(), img: $title.data('img') } const location = FMG.RootLocation + `services?${$.param(params)}`; window.location.href = location; }); }); $('.dev-bannerTitle-dynamic').each(function() { const urlParams = new URLSearchParams(window.location.search); const titleParam = urlParams.get('title'); const imgParam = urlParams.get('img'); if (titleParam) { document.title = titleParam; $(this).find('h1').text(titleParam); } else { $(this).find('h1').text('Our Services'); } if (imgParam) { $(this).css({ 'background': 'url('+imgParam+')', }); } }) </script><script> $(function () { var $page = $('.page-resource-center-insurance'); $page.find('.c-matterlanding-title p').text( "Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family or your business, from the financial consequences of those events. A strategy can include life insuranc, omit personal insurance, key person insurance, and life insurance for estate planninng." ); $page.find('.c-matter__body.featured-summary h2').text( "What is Key Person Insurance?" ); $page.find('.c-matter__thumbnail.featured-image').remove(); $page.find('.c-matter__flag').remove(); $page.find('.c-matter__body.featured-summary p').remove(); }); </script><script> $(function () { function updateFooter() { // Address $('.moonlight-address1').text('100 Allens Creek'); $('.moonlight-address2').text('Suite 120'); // Email $('.moonlight-contact-information a[href^="mailto:"]') .attr('href', 'mailto:info@creeksidecapitalmgmt.com') .text('info@creeksidecapitalmgmt.com'); } // Run immediately updateFooter(); // Run again after FMG finishes rendering dynamic content setTimeout(updateFooter, 500); setTimeout(updateFooter, 1000); setTimeout(updateFooter, 2000); setTimeout(updateFooter, 3000); }); </script><script> $(function () { function updateContactPage() { // Address 2 $('.page-contact .address2').text('Suite 120'); // Hours $('.page-contact .hours span[content="8:00 AM-5:00 PM"]') .text('By Appointment Only'); } updateContactPage(); // FMG system page can render these elements dynamically setTimeout(updateContactPage, 500); setTimeout(updateContactPage, 1000); setTimeout(updateContactPage, 2000); setTimeout(updateContactPage, 3000); }); </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.32672.805"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.32672.805"></script> </body> </html>
