Services

Your Goals, Our Services

Crewe Advisors’ Comprehensive planning services are designed to match your personal goals with your investments. Our dedicated team of advisors will carefully consider every aspect of your financial life to help preserve, protect, and grow your wealth to help meet your goals.

Portfolio Management

Our investment team engages in extensive research, seeking and selecting the right mix of investment vehicles, factoring for concentration of risk, likelihood of return, and other important considerations in an attempt to match their investment objectives with their personal goals.

Estate Planning

Crewe works closely with our clients and their estate planning attorneys to anticipate and understand their options when it comes to estate planning, formulating strategies that align with family values and help minimize wealth transfer taxes.

Strategic Philanthropic Planning

We help our clients identify strategies to align their personal values with their wealth and investment objectives to achieve their philanthropic and charitable giving goals.

Tax Planning & Administration

Crewe works closely with clients and their tax advisors to identify and evaluate proactive and efficient solutions in an effort to minimize tax burdens.

Risk Management

We help clients identify financial risks and adjust investment strategies to protect against economic events, market fluctuations, and other liabilities. We work with your property and casualty insurance agent as they assess the risks and exposure and help identify and coordinate solutions.

Executive Counseling

Crewe helps corporate executives navigate the unique set of complex financial issues that business leaders face, including compensation planning and benefit, investment allocation, taking into consideration concentration and idiosyncratic exposure and and efficient and proactive tax planning strategies.

Retirement

We help clients preserve their lifestyle beyond the duration of their professional careers by designing appropriate investment strategies, considering efficient tax results and adjusting to personal and economic changes.

Business Succession Planning

Crewe helps business owners plan and prepare for the next generation of leadership, ensuring the proper and efficient transfer of wealth and power while navigating the sensitivities that accompany change.