$3MM AUM | $30,000 Rev in
San Ramon, CA
We are an Independent Registered Investment Advisory and Wealth Management firm, specializing in the integration of Investment Tax and Estate Planning Strategies.
At Crow Creek Wealth, our goal is to make a significant impact on our clients’ financial lives through education, communication, and service that exceeds their expectations. We are committed to providing a highly personalized service that caters to our clients’ needs, and unique circumstances as we strive to become our clients’ most trusted, lifelong professional advisor.
We strive to minimize conflicts of interest by running our practice as a fee only RIA, hence we are looking to acquire like minded practices that have mainly focused on planning as those clients value our experience.