At Crown Bay Wealth, we specialize in catering to:
- Large charitable foundations
- Successful retirees seeking dependable income and wealth protection
- Individuals accumulating assets and wish to invest to pursue future financial goals
- Business owners who share our same entrepreneurial spirit
Regardless of where you are, you’ll receive ample personal attention, customized advice, and innovative solutions—custom created for you.
Why Clients Seek Us Out
Just as our clients are a diverse group, they also seek us out for a variety of reasons. Some examples:
- I want to engage a highly credentialed advisor to protect and grow my investment portfolio.
- I need an expert to help create current, sustainable income from my portfolio.
- I'm a successful professional and need an advisor to manage my investments.
- I'm unhappy with my current advisor and want the benefit of working with an independent advisor.
- I've just sold my business and need help investing the proceeds.
- I'm recently widowed and need help investing and managing various trusts and accounts.
- I've received an inheritance and need to invest it wisely.
- I just left my longtime job and want to roll my 401(k) into something more flexible.
- I need an advisor who will consult closely with my CPA and estate planning attorney.
Are We a Good "Fit?"
Choosing an investment advisor is an important decision. At Crown Bay Wealth, we welcome your toughest questions, and we take pride in earning your confidence. To arrange a complimentary meeting, please contact us. We look forward to hearing from you.
