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Our Services

As your 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

Wealth Management

We provide a combination of services in order to help clients manage their wealth. These services are all-encompassing because wealth management is not simply investment advice. We discuss all areas of your financial life in order to find ways to best serve you and help you meet your financial goals. We take a holistic approach to working with affluent clients and we are a one stop shop for all of your financial service needs. In many cases, we will use our vast network of professionals to develop a team to address all of your asset, liability and legacy planning needs with Crawford Wealth Management paving the way. 

Our wealth management services include, but are not limited to, wealth accumulation, retirement planning, business financial planning, and debt management. Wealth accumulation involves how you make money, save money, and invest money. We help you plan for retirement, so that you won’t outlive your savings and ensure that it continues to work for you when you retire. If you have children, we discuss college funding. We ensure that your debt is managed well within your means. We approach wealth management as a lifelong financial service, and we have the experience and tools to meet your needs.


Risk Management

Risk Management

A comprehensive financial strategy will be your greatest asset when it comes to protecting yourself financially from whatever life brings your way. We manage risks inherent to your financial life, offering a suite of insurance tools to meet your needs. Together, we work to reduce your income and estate tax. We’ll discuss the annual and lifetime exemptions that apply to you and plan your estate in a way that reduces estate tax after death. We’ll help you minimize your taxes by maximizing tax efficient strategies in your portfolio. We’ll ensure you understand tax implications, and protect your retirement with the right approach.


Legacy Planning

Legacy Planning

Legacy planning is a financial strategy in which we advise you in creating a plan for your estate after you pass on. By doing this we can help to reduce complications that could impact your estate after your death. If you do not have a plan in place for your estate, then the management and distribution of your estate could very well go against your wishes. Legacy planning involves preparing an estate planning document so that your loved ones are taken care of in the manner you desire. Charitable giving can be a part of your estate plan and is often used to significantly reduce your taxes and protect your legacy. Special needs trusts are also an important tool for loved ones who may not be able to manage assets on their own after your death.

While legacy planning is important for everyone, it is especially important to those who have assets which will require ongoing monitoring and management. It is important to begin your legacy planning early in life so that you have peace of mind knowing that your affairs are in order for the next generation.

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