Broker Check

Our Partners

In the same way that we create a lasting partnership with you, our client, we collaborate with partners to support us so we can do our very best for you.

Our Broker Dealer - Western International Securities, Inc (WIS)

Western International Securities, Inc. was founded in 1995 to combine the same full service of the nation's largest financial institutions with the personal touch that is missing in so many firms today. 

We chose to partner with WIS because they understand the value of independence, they provide us with all the products and tools advisors at large global firms have, and they comprehend the importance of personal relationships.

About WIS and Their Partners

About WIS and Their Partners

WIS clearing relationships with National Financial Services Inc, and Pershing, LLC give us access to some of the most highly regarded research and market analysis. In addition, through extensive electronic news sources and databases, we can quickly provide market analysis and background information on literally thousands of investment possibilities throughout the world.

NFS and Pershing offer state-of-the-art account access and online client reporting capabilities and are well regarded on the street for their superior technology, service and support systems. Through these relationships, Crawford Wealth Management has access to a full array of products and services as well as advanced trading capabilities, block trading, fixed income desks, and managed account programs.

The Value of Independence

As independent advisors, unlike advisors at large firms, we are not held to sales goals or to selling a particular “product” to you. What we do as independent advisors is use our freedom to provide best-in-class solutions tailored toward your financial goals. Being independent also allows us to have deeply personal relationships with our clients, at our own pace, and in our own way. 

That's the way we like to do business.

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