We are committed to whole-picture, long-term strategies. We take the time to understand our clients, what they value most, and their goals for the future. Because clients’ situations are unique, we believe in specific, customized, and tailored solutions for family, financial, and charitable goals. At Crown, we stress the importance of consistent communication on all these fronts so that strategies are updated as lives change.
“We maintain an active and transparent role in servicing each client.”
Crown Financial Partners
Listen & Learn
Our first step is to learn as much as possible about our clients. Through multiple client meetings, we aim to gain an in-depth understanding of both their personal and financial situations. When relevant, and with authorization, we will gladly review and offer analysis of external accounts, policies, and tax information.
With objectives clearly established, we analyze clients’ current strategies and portfolio composition. We then develop strategies to enhance and transition the portfolio as smoothly as possible. We will suggest adjustments that complement and supplement clients’ existing portfolios while being sensitive to taxable events.