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Meet Our Team


Celebrating Over 25 Years of Excellence

WILLIAM HENRY CREW III IS THE LIFEBLOOD OF CREW WEALTH MANAGEMENT

 

He established the firm back in 1993 and has been in business for over 25 years. Since day one, our mission and vision have remained the same: to serve a select group in long term relationships towards true wealth by educating designing and implementing personal financial plans, and to inspire our friends and their families to make wise financial decisions. 

One of our firm’s essential services is to ensure that responsible planning is always at the forefront for you and your loved ones and that reassessment of your plans is an ongoing, well-informed and effective process. Once you have made financial planning a priority, you will find the confidence to more fully enjoy and appreciate life’s special moments.

William Henry Crew III CFP®, MBA, ChFC®, AIF® Photo William Henry Crew III CFP®, MBA, ChFC®, AIF® Hover Photo
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William Henry Crew III CFP®, MBA, ChFC®, AIF®

President & Founder


William Henry Crew III CFP®, MBA, ChFC®, AIF®

 (805) 781-3885 x200 | william.crew@lpl.com

William Henry Crew III has earned a reputation for delivering excellence as a financial services professional and as a leader within the San Luis Obispo community. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary® (AIF®), and holds an undergraduate degree and an MBA from California Polytechnic State University, San Luis Obispo (Cal Poly), where he has also worked and taught.

As a 2020 Chairman’s Council Member with broker/dealer LPL Financial, William Henry maintains an elite status and ranks in the firm’s top 2% of advisors among more than 16,000 independent financial advisors based on gross production amongst LPL advisors only. He has served his community through numerous organizations throughout the years and is a strong advocate for families and education. 

Additionally, William Henry was accepted to the Ed Slott’s Elite IRA Advisor GroupSM in the beginning of 2020. Ed Slott and Company is the nation's leading source of accurate, timely IRA expertise and analysis to financial advisors, institution, consumers and media across the country. Ed Slott advisors pass a background check, complete requisite training, attend semi-annual workshops, webinars, and complete mandatory exams. William Henry is one of approximately 400 members throughout the country armed with current, cutting-edge IRA information to help service their clients and clients’ families. As a member to this prestigious group, William Henry is immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. Additionally, members have access to Ed Slott’s team - America’s IRA Experts to answer any tough questions or planning needs. Check out this video for more information.

Beyond his accomplishments, William Henry is the lifeblood of Crew Wealth Management, the firm he founded in 1993. Under his leadership and guidance, the business has become a trusted community resource that raises the bar for professional ethics and integrity. The organization reflects his personality as it serves hundreds of local “friends,” contributing to their success through the foundational pillars of preparation, commitment, expertise, and care.

William Henry Crew III, CA Insurance License #0B17626 is a Registered Representative with and securities offered through LPL Financial, member FINRA/SIPC.

Ed Slott is not affiliated with Crew Wealth Management or LPL Financial.  

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Harry Sturtz

Client Services Associate
Portrait of Harry

Harry Sturtz

 (805) 781-3885 x204 | harry.sturtz@lpl.com

Harry joined William Henry Crew Wealth Management in 2008 as a Client Services Associate with over 20 years of financial operations and real estate experience. Responsible for operational and administrative functions, Harry believes in attention to detail and strong follow through to facilitate the client’s ultimate goals. Harry strives to provide an excellent experience to clients by providing the highest level of quality service. Originally from New York, Harry has a BA from the State University of New York and a Masters in International Affairs from the University of Pittsburgh. A South County resident, Harry enjoys exploring the beauties of the Central Coast with his wife Laura.

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Sarah Blackey

Director of First Impresssions
Portrait of Sarah

Sarah Blackey

Director of First Impresssions

 (805) 781-3885 x202 | sarah.blackey@lpl.com

Sarah Blackey joined the Crew Wealth Management team in July of 2018. She graduated from California Polytechnic State University, San Luis Obispo with a Bachelor’s Degree in Political Science and a Minor in Psychology. Throughout her time in college, Sarah worked with a collegiate organization to manage their event planning, promotions, marketing, and communication operations. She currently serves as our Director of First Impressions where she is responsible for planning client events, executing client facing marketing and design campaigns, managing the company's website and social media, and handling the scheduling and organization of the advisor at the firm.  She also assists with client onboarding, client service, account openings, and transfers.  In 2019, Sarah became a notary and she recently started the process to become licensed with her Series 7.  

In Sarah’s free time, she enjoys traveling, cooking, staying active through yoga at SLO Yoga Center, volunteering in the local community, and managing a side business doing photography and videography for those local on the central coast.  She feels lucky to call SLO County her home!

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