About Us
At Crew Wealth Management, we believe financial planning is more than numbers - it’s relationships. For over 30 years we’ve served individuals, families, and business owners through a planning-first approach, building long-term connections across generations. With a fully integrated team, diverse credentials, and a trusted network of professionals, we work side by side with our clients - educating, designing, and implementing personal financial plans that evolve as life does.
Care That Extends Beyond Advice
We call it Enveloping Care. Our client relationships grow into friendships built on trust, personal connection, and service that extends beyond finances.
One Firm. One Crew.
Every client benefits from the combined insight and care of our entire team - not just a single advisor. You have your Crew.
Established & Connected
For over 30 years, we have built a network of CPAs, attorneys, and real estate specialists to surround our clients with the resources they need.
Planning First, Investing Second.
Many firms lead with investments. We start with planning - because a financial strategy should be built around your life, not just the market.
Why Do People Choose Crew Wealth Management?
Our clients often tell us it’s because planning comes first. They like knowing their plan can adapt as life, business, and family change.
They say it’s the team. Every meeting brings more than one perspective, so nothing gets overlooked.
They talk about the care. Over time, we stop feeling like just their advisors - we become part of their circle.
They mention the complexity that’s simplified. Whether it’s selling a business, navigating executive benefits, or planning across generations, they don’t have to face it alone.
They appreciate access. Having strategies and opportunities that match their goals gives them confidence.
And after more than 30 years, they say it’s the longevity of service. We’re here not just for them, but for their children and grandchildren too.
Download our Complimentary Guide
Intentional Wealth
How Successful Families Build Multi-Generational Wealth
Frequently Asked Questions
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Why do you lead with financial planning instead of investments?
Investments are important, but they’re only one piece of the puzzle. Planning comes first because it builds the foundation for every decision that follows, from risk management to tax strategies to legacy goals.
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How is working with a team better than working with a single advisor?
With Crew, you don’t rely on just one perspective. Every client works directly with multiple professionals who bring different credentials and viewpoints. That means your plan is thorough with myriad of insights.
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What is the mission of Crew Wealth Management?
Our mission is simple: We serve a select group in long-term relationships toward true wealth by educating, designing, and implementing personal financial plans.
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How do you approach serving multiple generations of a family?
We are committed to serving clients for life - children and grandchildren included. By building continuity across generations, we help families preserve values, transfer wealth intentionally, and plan for future needs.
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What if my financial life is complicated?
Complexity is where we thrive. Whether you’re preparing to sell a business, managing concentrated stock positions, or facing a life-changing event, we help simplify and coordinate the moving parts.
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How do you work with other professionals I already trust, like my CPA or attorney?
We collaborate closely with CPAs, attorneys, mortgage professionals, and real estate advisors. That integration helps to ensure that your plan is aligned across all areas of your financial life.
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Do you offer access to unique investment opportunities?
Yes. For qualifying clients, we provide access to alternative investments and strategies that align with specific goals and risk profiles.