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# Crewe Advisors

## Sitemaps
[XML Sitemap](https://creweadvisors.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [Why RIAs, bigger than ever, aren’t necessarily growing](https://www.financial-planning.com/news/why-rias-bigger-than-ever-arent-necessarily-growing): 1
- [Crewe Advisors to Establish Partnership with Wealth Partners Capital Group and HGGC](https://finance.yahoo.com/markets/stocks/articles/crewe-advisors-establish-partnership-wealth-160000675.html): 1
- [From NUE to NUA: The Tax Move Every Nucor Executive Should Know](https://creweadvisors.com/from-nue-to-nua-the-tax-move-every-nucor-executive-should-know/): Nucor stock (ticker: NUE) recently hit an all-time closing high of $234.22, up more than 37% year to date. And up over 100% in the last full year. For senior Nucor employees and executives who have spent years accumulating company stock within RSU plans, Nucor ESOPs, 401(k)s, this is a rare convergence of high stock price and retirement proximity -- a window of opportunity that deserves serious strategic attention.
- [Handling a Market That Won’t Sit Still](https://www.fa-mag.com/news/handling-a-market-that-won-t-sit-still-87006.html): 1
- [Intermountain Health Pension Freeze: Monthly Benefit vs. Lump Sum](https://creweadvisors.com/intermountain-health-pension-freeze-monthly-benefit-vs-lump-sum/): The Intermountain Health Board of Trustees has announced a pension freeze effective December 31, 2026.
- [5 Small Money Decisions That Can Add Up to a Million-Dollar Difference](https://www.gobankingrates.com/money/wealth/small-money-decisions-add-up-million-dollar-difference/): 1
- [In A Market That Won’t Sit Still, Advisors Double Down On Process](https://www.fa-mag.com/news/in-a-market-that-won-t-sit-still--advisors-double-down-on-process-86518.html): 1
- [Is this 2008 all over again? Fears of a financial crash grow among investors](https://www.msn.com/en-us/money/markets/is-this-2008-all-over-again-fears-of-a-financial-crash-grow-among-investors/ar-AA204Pbz): 1
- [What to know about ‘Trump accounts’](https://www.fox6now.com/video/fmc-25gmc28matym8qcz): 1
- [Giving Before a Sale: Navigating the Timing Rules for Gifts of Closely Held Stock](https://creweadvisors.com/giving-before-a-sale-navigating-the-timing-rules-for-gifts-of-closely-held-stock/): When a business owner begins contemplating the sale of a closely held company, charitable planning often enters the conversation. The idea is compelling: contribute shares before the sale, avoid capital gains on the donated portion, and use the proceeds to fund long-term philanthropy through a donor-advised fund or private foundation. It’s a strategy that has been used for decades, and when executed correctly, it can be one of the most tax-efficient ways to support charitable causes.
- [Feeling ‘Amateur’ at Retirement Planning, They Asked A.I. for Help](https://www.nytimes.com/2026/02/08/business/retirement-planning-ai-chatbots.html): 1
- [Economy added 50,000 jobs in December while unemployment fell slightly](https://www.usatoday.com/story/money/2026/01/09/december-jobs-report-unemployment/88084476007/): 1
- [Tax Rules Are Changing. What to Do Before Year End.](https://www.barrons.com/articles/tax-rules-planning-7a14eb79): 1
- [Are You Saving Too Much for Retirement? Know These Surprising Downsides](https://www.kiplinger.com/retirement/happy-retirement/are-you-saving-too-much-for-retirement-know-these-surprising-downsides): 1
- [Boomers Can Sell Their Businesses More Lucratively Thanks To Trump’s New Tax Law](https://www.benzinga.com/news/topics/25/11/48789784/boomers-can-sell-their-businesses-more-lucratively-thanks-to-trumps-new-tax-law): 1
- [Year-End Strategy: Making the Most of the 2025 Philanthropic Window](https://creweadvisors.com/year-end-strategy-making-the-most-of-the-2025-philanthropic-window/): In short: deductions will shrink, complexity will rise, and donors waiting until 2026 may lose some of today’s flexibility. “2025 is the last clean year before the new rules arrive,” notes Evans. A few strategies that consider the changes from OBBBA are utilizing various charitable giving vehicles, gifting non-cash assets, bunching charitable gifts, and making Qualified Charitable Contributions (QCD).
- [I Am ‘Very Concerned’ About The $38T Debt The U.S. Has Amassed. How Do I Protect My Own Wealth In This Kind Of Environment?](https://www.marketwatch.com/picks/i-am-very-concerned-about-the-37t-debt-the-u-s-has-amassed-how-do-i-protect-my-own-wealth-in-this-kind-of-environment-3a5312e2): 1
- [Business To Sell? Trump’S New Tax Law Offers Owners On Main Street More Lucrative Way To Cash Out](https://www.cnbc.com/2025/10/23/owners-selling-business-trump-tax-law-savings-capital-gains.html): 1
- [Can You Be a DIY Investor After You Retire? Yes — And Here’s What It takes](https://www.marketwatch.com/story/can-you-be-a-diy-investor-after-you-retire-yes-and-heres-what-it-takes-8717028a): 1
- [September Fed Meeting: Updates and Commentary](https://www.kiplinger.com/investing/live/fed-meeting-live-updates-and-commentary-september-2025): 1
- [The Fed Just Cut Rates, But don’t Expect it to Help Much. Try These 6 Moves Instead.](https://www.bankrate.com/banking/federal-reserve/money-moves-when-fed-cuts-rates/): 1
- [100 Companies Championing Women](https://business.utah.gov/in-utah/100-ccw/): 1
- [Don’t Forget April’s Tech Sell Off When Diversifying Portfolio](https://schwabnetwork.com/video/don-t-forget-april-s-tech-sell-off-when-diversifying-portfolio): 1
- [Words Advisors Should Use (and Avoid) in Client Communications](https://www.financialadvisoriq.com/c/4964934/682184): 1
- [How RIAs are Shaping PE Allocations](https://www.buyoutsinsider.com/how-rias-are-shaping-pe-allocations/): 1
- [Big, Beautiful Changes To Giving](https://www.fa-mag.com/news/big--beautiful-changes-to-giving-83765.html): 1
- [10 Best Investments in August 2025](https://money.usnews.com/financial-advisors/articles/best-investments): 1
- [The One Big Beautiful Bill Act: Key Tax Changes for Individuals and Businesses](https://creweadvisors.com/the-one-big-beautiful-bill-act-key-tax-changes-for-individuals-and-businesses/): This article examines a few of the changes as a result of the July 4th passing of the One Big Beautiful Bill Act (OBBBA). Given the vast number of changes included in the nearly 1,000-page Act, this article will focus on a narrow subset of tax law changes, their potential impact on both individuals, and businesses as well as potential strategies which incorporate the changes.
- [New Law Restricts Charitable Deductions Next Year](https://www.fa-mag.com/news/new-law-restricts-charitable-deductions-next-year-83619.html): 1
- [50 Growers: How RIAs Are Thriving Across America](https://citywire.com/ria/sign-in?url=https%3A%2F%2Fcitywire.com%2Fria%2Fspecial-reports%2F50-growers-july-2025%2Fa2468618%3Frefea%3D1737685%26link_id%3D1920528&r=Digizine): 1
- [Trump’s Big Beautiful Bill: What It Really Means for Social Security Taxes](https://money.usnews.com/money/retirement/articles/trumps-big-beautiful-bill-what-it-really-means-for-social-security-taxes): 1
- [Comparing Trump Savings Accounts and State Baby Bonus Plans: Key Differences Explained](https://www.investopedia.com/trump-accounts-vs-state-baby-bonus-accounts-11761550): 1
- [Want To Retire at 62? See if You Can Answer These Six Questions](https://www.kiplinger.com/retirement/retirement-planning/should-you-retire-at-62): 1
- [Financial Stocks Rise Ahead of Busy Week for Earnings, Inflation Data](https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-07-14-2025-1a6dba3b?mod=author_content_page_1_pos_1): 1
- [Investors Shrugged off Tariffs and Inflation in Lasts 2 Months: Merrill](https://www.bnnbloomberg.ca/video/shows/the-open/2025/06/18/investors-shrugged-off-tariffs-and-inflation-in-lasts-2-months-merrill/): 1
- [Wall Street Fears Hawkish Fed Will Trigger Stock Market Selloff](https://www.bloomberg.com/news/articles/2025-06-18/wall-street-fears-hawkish-fed-will-trigger-stock-market-selloff?srnd=undefined&sref=81ZfsQPj&embedded-checkout=true): 1
- [Should Retirees Pay Off Their Mortgages? It Depends, Wade Pfau, Others Say](https://www.fa-mag.com/news/pay-off-a-mortgage-before-retirement--experts-disagree-82828.html): 1
- [Small-cap Stocks are Up as Jobs Data Reflects Healthy ‘Main Street’ Economy](https://www.marketwatch.com/livecoverage/stock-market-today-dow-nasdaq-s-p-to-dip-as-trade-angst-lingers-treasury-yields-pullback/card/small-cap-stocks-are-up-as-jobs-data-reflects-healthy-main-street-economy-QTl7PP2xj0dLr7Yqfj85): 1
- [How Financial Advisors Help Clients Make Big Moves, Prep Their Kids for Success, and More](https://www.barrons.com/articles/financial-planning-big-moves-teaching-kids-f2517745): 1
- [I’m 62 And My Husband is 57 – And We Need Money Help. We Have 401(k)s, 3 Investment Properties And a Home We Live in. Can We Retire in 5 Years?](https://www.marketwatch.com/picks/im-62-and-my-husband-is-57-and-we-need-money-help-we-have-401-k-s-3-investment-properties-and-a-home-we-live-in-can-we-retire-in-5-years-b8b2330d): 1
- [C-suite Roundup: Crewe Advisors Hires New CIO As Callan Family Office Appoints Chief Tax Strategist](https://www.investmentnews.com/ria-news/c-suite-roundup-crewe-advisors-hires-new-cio-as-callan-family-office-appoints-chief-tax-strategist/260448): 1
- [Key S&P 500 Model Turn Bearish For First Time in Two Years](https://www.bloomberg.com/news/articles/2025-05-09/key-s-p-500-model-turns-bearish-for-first-time-in-two-years?embedded-checkout=true): 1
- [Crewe Advisors Bolsters Investment Mgmt With Hire, Promotion](https://www.financialadvisoriq.com/c/4848264/639004): 1
- [Crewe Advisors Appoints New Leaders](https://www.fa-mag.com/news/crewe-advisors-appoints-new-leaders-82345.html?section=126): 1
- [Crewe Advisors Picks CIO From Mormon Church Investment Manager](https://www.pionline.com/money-management/crewe-advisors-picks-seth-merrill-mormon-church-investment-manager-cio): 1
- [$2.5bn Crewe Advisors Names New CIO](https://citywire.com/pro-buyer/news/2-5bn-crewe-advisors-names-new-cio/a2465076): 1
- [$2.5B Crewe Advisors Hires New CIO](https://www.wealthmanagement.com/ria-news/-2-5b-crewe-advisors-hires-new-cio): 1
- [Crewe Advisors Brings on Seth Merrill as CIO, Appoints Dustin Thackeray as Head of Portfolio Management](https://www.businesswire.com/news/home/20250505008243/en/Crewe-Advisors-Brings-on-Seth-Merrill-as-CIO-Appoints-Dustin-Thackeray-as-Head-of-Portfolio-Management): 1
- [The Market Is Swinging Wildly. Should Retirees Wait to Take RMDs?](https://www.barrons.com/articles/market-swinging-wildly-retirees-rmds-8b3443b9): 1
- [‘No Magic Solution’: Avoiding Mistakes Turning Assets Into Retirement Income](https://www.fa-mag.com/news/to-secure-retirement-income--advisors-say-avoid-these-mistakes-82267.html): 1

## Pages
- [Approach](https://creweadvisors.com/approach/): Crewe Advisors serves as your Family CFO, providing custom, end-to-end wealth oversight through a dedicated team with expertise in law, tax, investments, insurance, business, and planning. We act as a single point of contact to evaluate, align, and manage your wealth through every stage of life.
- [Home (August 2025)](https://creweadvisors.com/): Crewe Advisors
- [Our Team](https://creweadvisors.com/our-team/): }
- [Media](https://creweadvisors.com/media-features/): by Jeff | Jul 6, 2026 | External
- [Insights](https://creweadvisors.com/insights/): by Don Evans | Feb 17, 2026
- [Terms of Use](https://creweadvisors.com/terms-of-use/): Last Updated: November 3, 2021
- [Disclosures](https://creweadvisors.com/disclosures/): For information pertaining to the registration status of Crewe Advisors, please contact the SEC via their website adviserinfo.sec.gov.  A copy of Crewe Advisors’ current written disclosure statement discussing Crewe Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – adviserinfo.sec.gov or from Crewe Advisors upon written request. Crewe Advisors is not a law firm or an accounting firm and does not provide legal or accounting advice.
- [Privacy Policies](https://creweadvisors.com/privacy-policies/): TYPES OF NONPUBLIC PERSONAL INFORMATION(NPI) WE COLLECT
- [Crewe Foundation](https://creweadvisors.com/crewe-foundation/): We work with the Crewe Foundation for clients who are looking to begin or continue structured charitable giving.
- [Crewe Capital](https://creweadvisors.com/crewe-capital/): Crewe Advisors partners with Crewe Capital for Investment Banking services. Our clients can get access to their services in addition to the wealth management and planning services that we provide. 
- [Contact Us](https://creweadvisors.com/contact-us/): Contact Us Name(Required)Company(Required)Email(Required) Phone(Required)I am a: Corporation Individual Family Office Institution Endowment Foundation Other Looking for: Wealth Management Investment Banking
- [Internships](https://creweadvisors.com/internships/): Crewe Advisors has three internship program cycles each year.
- [Careers](https://creweadvisors.com/careers/): Crewe Advisors was founded to provide the highest quality of service to our clients, and we hold our team to the highest standard of personal and professional excellence to meet that founding goal. To see and apply for current openings, visit our hiring site.
- [Services](https://creweadvisors.com/services/): Our comprehensive service means we are there for you to help you in every way that we can be. We work as a partner to develop and execute your plans with the goal of providing an exceptional client experience as we help to create financial harmony.

## Teams

## Divi Overlays

## Galleries