Crown Wealth Strategies

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Crown Wealth Strategies | El Paso, TX

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Empowering Our Clients' Financial Independence

Why Work With Us Let's Meet

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Expertise

Leaving no stone unturned when it comes to your finances.

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Approach

A unique, holistic process catered to your specific needs.

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Team

Down-to-earth, highly-skilled professionals you can trust.

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Clients

Proudly serving a wide spectrum of clientele nationwide.

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Locations

With offices in Texas and Alabama, we're here to serve you!

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Video

Watch a quick video to learn more about Crown Wealth.

Our Expertise

Lizzie Metzger is a Registered Representative for NYLIFE Securities LLC*. She is also a member of The Nautilus Group^®, a service of New York Life Insurance Company. She has received numerous awards from New York Life as well as other industry-leading organizations, and is a CERTIFIED FINANCIAL PLANNER™, holds a Masters in Financial Services, is an Accredited Estate Planner and a member of the Financial Planning Association. Some of the services that we specialize in are highlighted below.

*NYLIFE Securities, Member FINRA/SIPC, a Licensed Insurance Agency.

Our Approach

Every family and business owner’s situation is unique. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we take the time to discuss your hopes, dreams and objectives — the things that really matter to you. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. We will monitor progress and provide ongoing service as your needs and situation change over time. Strategies need to be adjusted periodically as your life changes. We will work with you over the years to help keep your program on track with your changing needs.

Our Team

Our team is here to meet each client’s individual goals and dreams and managing and protecting your wealth is only a small piece of our mission. Through Lizzie, Brian, Andrew and Javier's affiliations with Eagle Strategies, Crown Wealth Strategies focuses our efforts on helping you achieve a comprehensive solution to your personal and business financial planning goals. We work closely with you to create and put into action a total financial plan to achieve your goals. This holistic planning approach provides you with peace of mind as well as financial security throughout your lifetime and beyond to future generations of your family.

Meet our team of experts »

Our Clients

The Business Owner

The Physician

The Retiree

The Executive

The Family

Elizabeth Dipp Metzger, Brian Metzger, Andrew Snyder, Berthy Nora Aguirre-Corral, Javier Zubiate and Adam Sheldon are agents of New York Life Insurance Company, and are licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the state(s) of Alabama, Arizona, Illinois, Texas, New Mexico, New York, Michigan, Mississippi, and California (Brian CA Insurance License #0G71328). No insurance business may be conducted outside these state(s) referenced.

Elizabeth Dipp Metzger, Brian Metzger, Andrew Snyder, Berthy Nora Aguirre-Corral, Javier Zubiate and Adam Sheldon are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, 201 E. Main Suite 600, El Paso, TX 79901, 915-534-3200, Members FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state(s) of Texas, Alabama, Illinois, New Mexico, New York, Michigan, California and Mississippi. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Elizabeth Dipp Metzger, Brian Metzger, Andrew Snyder and Javier Zubiate are also separately registered as investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of Texas, Alabama, New Mexico, Illinois, New York, California and Michigan. As such, these services are strictly intended for individuals residing in the specific state(s) referenced.

New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States* and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+). ** Headquartered in New York City, New York Life’s family of companies offers life insurance, retirement income, investments and long-term care insurance. New York Life Investments*** provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as retail mutual funds.

Crown Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

Lizzie Dipp Metzger is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

*Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 9/12/19. For methodology, please see http://fortune.com/fortune500/.
**Individual independent rating agency commentary as of 9/12/19.
***New York Life Investments is a service mark used by New York Life Investment Management Holdings LLC and its subsidiary, New York Life Investment Management LLC.

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