Experience You Can Trust
We have one focus, and that focus is you!
For over 30 years we have worked with wealthy individuals, business owners, business sellers, corporate executives and retirees. We have expertise in advising clients regarding their trust funds, business retirement plans, and marital transitions such as working through a death or divorce.
We are traditionalists when it comes to our relationship with you. We believe in personable, face to face, good old-fashioned client connections. At Crawford Wealth Management we offer complete and comprehensive financial planning services for all aspects of your financial life.
Glenn and Lorraine Crawford have differentiated, yet complimentary, backgrounds in the financial industry. When you work with them, you gain access to a wealth of industry knowledge, including asset, liability, legacy and tax planning.
Our Fiduciary Promise
As your financial fiduciary, we act on your behalf by putting your needs and interests ahead of our own. We uphold our duty to preserve the good faith and trust of our clients and are transparent with you in all matters.
Wealth Management
We work closely with you to obtain a comprehensive understanding of your current financial scenario and gain insight into who you are, what your dreams and goals are, and to comprehend your big picture.
Risk
Management
We manage risks inherent to life: taxes, estate concerns, health and insurance needs. We do this using multiple tools including traditional insurance, income and estate tax reduction strategies, and financial planning strategies.
Legacy
Planning
We prepare you to bequeath your assets to your loved ones and help to ensure that all of your financial affairs are in order. This includes hosting family meetings to educate the next generation. Remember, it is never too early to begin preparations for your estate.