It's Time To Live Your Best Life - We Are Here To Help.
At Crew Wealth Management, we believe that financial planning is not just about numbers and charts; it's about people and their dreams. We're a family-owned business built on a strong foundation of integrity, expertise, and a commitment to our clients. With over 25 years of experience, we've helped numerous individuals and families achieve their financial goals, and we're here to do the same for you.
Our Story
At the heart of our story is our founder, William Henry Crew III, a CERTIFIED FINANCIAL PLANNER practitioner (CFP), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF), and a proud Cal Poly graduate. William Henry has dedicated his career to helping individuals and families achieve true wealth by educating, designing, and implementing personalized financial plans. His mission is to inspire confidence in his clients, empowering them to make wise financial decisions that align with their values and goals.
Our Services
At Crew Wealth Management, we offer a range of services designed to help you achieve your financial goals. From retirement planning to strategic partnerships, we'll work closely with you to create a customized financial strategy tailored to your unique needs and circumstances. Our expertise includes:
- Retirement Planning: We'll help you navigate the complexities of retirement planning, ensuring a secure and comfortable financial future.
- Investment Advice: Our team will work closely with you to develop a diversified investment portfolio that aligns with your risk tolerance and financial goals.
- Estate Planning: We'll help you create a comprehensive estate plan, ensuring your legacy is protected and your loved ones are taken care of.
Our Unique Approach
Unlike traditional financial firms, we're not tied to specific products or services. Instead, we focus on creating long-term strategies that align with your unique needs and circumstances. Our team is dedicated to explaining complex financial concepts in a clear and concise manner, empowering you with the knowledge and confidence to make informed decisions.
MEET OUR TEAM
At the heart of our team is our founder, William Henry Crew III, a seasoned financial expert with over 30 years of experience. William Henry is a dedicated advocate for his clients, ensuring they receive personalized attention and guidance throughout their financial journey.
General Feedback
The reviews for Crew Wealth Management are mixed, with some clients expressing disappointment and frustration, while others have had a positive experience. The common thread among the negative reviews is a sense of inequality and racism, which has led to a poor customer experience. On the other hand, the positive reviews praise the team's expertise, communication, and reliability.
Negative Feedback
One reviewer had a terrible experience and felt treated unfairly because of their race. Another reviewer didn't mention specific issues, but their rating was the lowest among the reviews. Despite the team's efforts to improve, some customers may still have had a poor experience due to various factors, including cultural divides and poor communication.
Positive Feedback
Several reviewers praised the team's expertise, describing them as knowledgeable and reliable. They appreciated the team's guidance and attention to detail. Some clients have been working with the team for years and feel comfortable relying on their expertise. The team's communication skills have also been praised, with one reviewer stating that they responded quickly to requests for information.
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