Live Better - Leave A Legacy
It's Time To Get A Second Opinion
If you're looking for a financial planning firm to support you during these volatile times, we are here to help. If you are interested in meeting with William Henry, schedule a complimentary consultation today! Let's face these challenges together and prepare now for better times.
Who We Are
From the friendly atmosphere of our office to the enthusiasm of our staff and the high level of service we provide to our clients: Crew Wealth Management is a perfect fit for San Luis Obispo.
Like the ocean waves lapping the shore, our firm is in sync with the rhythm of SLO, its vitality and values. We are proud to have played a role in the advancement of this community, our central coast jewel, for more than 25 years. As the years flow by and generations pass to the next, we will continue to cherish the privilege of serving our friends with innovative, independent financial advice, personal service, and trust.
Our service extends beyond the county lines of San Luis Obispo. We work with our clients wherever life takes them. We are able to serve you over the phone, Skype, FaceTime, and Zoom so it is as convenient for you as possible.
We aren't tied to products or services from a single company or family of companies, but we are free to find those products and services that may be most appropriate for our clients.
Instead, we focus on creating a long-term strategy to fit your unique needs and circumstances.
Creating a long-term financial strategy customized to you
The investment world is filled with a dizzying array of products and investment strategies. As your financial advisor, we can help you cut through the clutter by:
- Identifying quality, diversified investment products
- Explaining which products fit your needs and why so you can understand what is in your portfolio
- Building a customized financial strategy that works for your goals and comfort with volatility
- Providing the knowledge and guidance you need to feel confident, informed and in control of your future
- Communicating with you to identify changes over time and to keep you on track
What’s more, you will have a team that supports your financial advisors so that can help take your financial strategy to the next level. We will coordinate with tax professionals, estate attorneys and insurance specialists to provide you a comprehensive approach to achieving your goals.
Our commitment to our clients:
Your dedicated advisory team will explain the investment products we recommend in detail so you understand your plan.
- We have a friendly team that is prepared to answer your questions and will get back to you with a response in a timely manner
- We will explain our pricing structure and make sure you are not being charged a high commission
Does Your Financial Plan Fit Your Specific Needs?
At Crew Wealth Management, you will have a dedicated team that carefully listens to your specific needs and asks important questions to understand your situation. After a great deal of consideration, we will put together a financial plan tailored to your goals and dreams.
Let Us Map out Your Financial Picture
Using sophisticated software, we are able to quickly and easily address gaps in your financial plan as well as uncover new opportunities with a straight-forward visual report.
The Crew
Established 1993
