One Agenda - Yours.

Helping you achieve your goals through passion, trust, and transparency.

Share

Our first and most important goal as a team is to get to know you and your family and share about our lives as well.

Understand

Once we understand what you want your future to look like, we will build a financial plan together for achieving those goals.

Take Action

Finally, we will help you put that plan into action and be there every step of the way.

The Difference Is
In The Crew

Crew Capital’s founding principles are SIMPLICITY and TRANSPARENCY.
We left large financial institutions because our main priority is personal. Helping you and your family reach your financial goals is why we got into the business in the first place.

  • Do you have a complicated portfolio?
  • Are you wondering how your advisor gets paid?
  • Are your meetings filled with financial jargon?
  • Do you feel more like a business transaction rather than an actual person?

Our Services

Financial Planning

Putting together a plan to understand the accessibility of your goals and how to achieve them.

Tax Planning

We will help you navigate the difficult tax rules to mitigate tax burdens. We cannot file your taxes, but we can help make them as simple as possible.

Retirement Plnanning

Understanding what needs to be accomplished to retire and how your finances will work after your paychecks stop.

Estate Planning

Ensuring your assets can be passed along to your heirs or donated to charity in the most efficient way possible.

Risk Management & Insurance

We will help you navigate the difficult tax rules to mitigate tax burdens. We cannot file your taxes, but we can help make them as simple as possible.

How we are different

We are Fiduciaries

The most important word in the financial dictionary. Fiduciary means we MUST put the best interest of you, the client, above all else. We are fiduciaries by law and by commitment. Not all advisors or firms abide by this standard. It is important you ask your advisor if they are hold a fiduciary standard by law.

Fee-Only Advisors

The cost of our business is transparent. We charge zero commissions. No pushy calls to buy insurance or an investment product. We make our money based on an agreed upon rate for the assets we manage.

Legacy Planning

Your money lasts a lifetime, and so should the relationship with your advisor. We have a plan in place to make sure you and your family are taken care of for generations to come.

Shared Trust

The number one goal for financial advisors is to build your trust by getting to know everything about you as a client. Here at Crew Capital, we believe trust is strongest when you know our family as well as we know yours

Credentialed Staff

Now, this could just mean that we are good at taking tests. But if these credentials didn’t mean much, then everyone would have them. We put the time and effort into obtaining these credentials to ensure you receive the highest quality service we can provide.

Stay informed with bi-monthly updates
from the Crew.