The purpose of wealth is to sustain lifestyle and advance personal goals. That is why our approach to wealth management begins and ends with people and their personal stories. Our comprehensive approach to wealth management carefully considers objectives, goals, risks, opportunities, relationships, and concerns.
Only after understanding what makes up the person do we begin working on the portfolio. Our comprehensive and individualized plans pair the right tools and resources to realize specific goals. Through an ongoing relationship, we seek to have a deep and thorough understanding of each client’s financial needs, tax circumstances, family dynamic, lifestyle objectives, and risk tolerance. Each client’s situation is unique and Crewe tailors individualized strategies to serve those particular needs.
Our investment committee uses a rigorous set of criteria, vetting hundreds of investment resources to design portfolios with a mix of traditional and alternative investment strategies. We seek to preserve and grow our clients’ wealth by taking appropriate risks according to their goals and risk tolerance. By leveraging the intellectual capital of our investment team and extensive third party research and resources, we create customized plans and portfolios to help each client meet their specific goals.