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Thoughtful Planning for a Brighter Future

Helping You Organize, Plan And Invest Your Way To Financial Independance.

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It’s Time to Take an Intentional Approach to Your Finances

Does the thought of managing your financial life create a feeling of stress and overwhelm? Don't worry, you are not alone. Fortunately, it does not have to be that way!

As a busy professional with a thriving career and a family, it can be a challenge to dedicate the time and effort into managing your financial life. Don't let a lack of time or interest be the reason your financial management does not receive the attention it deserves. That is where Crest Wealth Advisors can assist. 

Through an ongoing partnership, we will work together to understand your priorities, organize your financial life, plan for ways to achieve your financial objectives and create your personal investment strategy, leaving you with the confidence you deserve in your financial life! 


Family

Who I Help

While having the ability to work with people in many stages of life, CWA's expertise is in assisting young professional families who face increasingly complex financial lives, as well as couples nearing retirement who have yet to understand how that decision will impact their financial lives.

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Services Provided

Everyone desires a better financial future. And what better way to achieve that than through thoughtful and intentional financial planning & investment management. Through these ongoing services, we will work together to craft a plan that addresses your short-and-long-term goals and develop an investment strategy aligned with those objectives. 

Explore My Services

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Transparent Pricing

As a fiduciary, fee-only, CFP® professional, I do not receive any sales commissions nor do I have an incentive to use any specific financial products. The advice you receive is always tailored to your particular needs and with your best interest in mind.

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