Our Services

Contact Our Team

Home
Our Services
Contact

We’re here to

talk about your goals and answer any questions.

If an in-person meeting would work best, send us an email with your availability and “in-person meeting request” in the subject line.

Contact Us

First Name:

Last Name:

Email:

Phone:

How can we help you?

Thank you for contacting us.
We will get back to you as soon as possible.

Oops, there was an error sending your message.
Please try again later.

Phone

Email

info@holmanwealth.com

trey@holmanwealth.com

Holman Wealth Management

1839 E. Queen Creek Rd. #1

Chandler, AZ 85286

Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth, LLC and Holman Wealth Management are unaffiliated entities. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice.

Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances.

Holman WealthManagement does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details, including potential conflicts of interest, are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

Mr. Holman is a SmartVestor Pro™ with The Lampo Group, LLC d/b/a Ramsey Solutions ('Promoter'), a paid, non-client promoter. He pays the Promoter flat monthly fees for advertising and client leads, regardless of conversions. No guarantee of investment success or better results than other advisors.

ARE-19328 | XXXXX | 02/2026