Crews Capital

About Crewscap: Elevating Wealth Management

Who We Are

Crewscap is a boutique financial advisory firm with a specialized focus on serving the unique financial needs of high-net-worth individuals. Our services range from sophisticated investment planning to estate management strategies, each uniquely tailored to pursue your financial objectives.

Our Philosophy

We are firm believers in the power of customized financial planning. Our approach is not just about crunching numbers; it's about understanding your life goals, and how best to integrate them into a comprehensive financial strategy. Money is a tool; we strive to help you wield it effectively to build, preserve, and magnify your wealth.

Our History

Our journey began in 2012 with a team of dedicated professionals at Waddell & Reed. In 2020, seeking greater flexibility and a client-centric approach, we transitioned to independence by partnering with LPL Financial, the nation's largest independent and leading broker-dealer.* The result? Crews Capital was born, combining years of expertise with the agility and personalized touch that only an independent firm can offer.

Our Team

Our advisors are seasoned professionals in the financial landscape, backed by years of experience and an intimate understanding of the markets. They bring their vast skill set, credentials, and an unwavering dedication to client service, into every interaction.

Our Process

We employ a meticulous, four-phase process in wealth management. We start by thoroughly understanding your financial needs, then design strategies tailored just for you. These plans are then implemented efficiently, with ongoing monitoring to continue alignment with your goals. From the first meeting to regular check-ins, we accompany you at every financial milestone.

Our Commitment

At Crewscap, your financial well-being is our highest priority. We are committed to helping you safeguarding your assets and continually innovating in our quest to pursue financial security and preserve your legacy.

Contact Us

Interested in a personalized wealth management experience that stands apart? Contact us today to discover how Crewscap can make a meaningful difference in your financial journey.

*As reported by Financial Planning magazine, 1996-2022, based on total revenue.