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Our Services & Specialties

We offer a variety of services at Crew Wealth Management and make them flexible to fit your lifestyle.

Here is a glimpse of what we offer — call us today for more details.

Portfolio Management Services

  • Basic Financial Overview
  • Annual Portfolio Review
  • Aggregation of Accounts
  • Monitoring of Required Minimum Distributions (RMDs)
  • And more — Call Us Today for More Details

Financial Planning Services

We focus on formal financial planning in one of two forms:

Focus Plan
A Focus Plan includes review of income, basic budgeting, emergency funds, and one other topic of your choice from the Additional Services list below.

Total Wealth Plan
A Total Wealth Plan encompasses all of the items from the Additional Services list below.

Additional Services

  • Estate Planning
  • Insurance Strategies
  • Investment Strategies
  • Lifestyle Strategies
  • Money & Budgeting
  • Legacy Planning
  • Retirement Planning
  • Tax Planning
Contact Us Today