We work with only a select group of clients who seek compelling value, world class service and attention to detail. Our clients typically have one to five million in investable assets that require managing. Our firm is committed to preserving your wealth.
Before we work with you to implement a financial program, we take the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable implementing. By actively participating in the planning process, you retain control each step of the way.
After we have assessed your needs and goals, we will suggest a mix of investment products to best serve you. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products than many big Wall Street firms.
After we implement your investment program, we at Creveling Wealth Management will continue to monitor your investments' performance and consult with you regularly to ensure the program continues to reflect your current circumstances and aims.