Does Your Portfolio Fit You?
Your Family Index Number is the rate of return necessary on your portfolio of assets to achieve your goals and objectives while maintaining resources during your anticipated lifetime.
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.