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Crown Wealth Strategies

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01/01/2001 12:01 a.m.

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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. Crown Wealth Strategies focuses our efforts on helping you achieve a comprehensive solution to your personal and business financial goals. We work closely with you to create and put into action a total financial strategy to achieve your goals. This holistic approach provides you with peace of mind as well as financial security throughout your lifetime and beyond to future generations of your family.

Headquarters

621 N. Resler
El Paso, TX 79912

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Downtown Location

320 Texas Ave
El Paso, TX 79901

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Lizzie’s firsthand experience on how disruptive business succession and estate planning can be, she saw the need for financial advisors to act as quarterbacks, truly overseeing the big picture of a client’s needs, not just the parts that they’re directly involved in. She founded Crown Wealth Strategies to be that kind of firm, and she credits her comprehensive, client-centric approach with the fact that her business has grown into one of the most sought-after advisory practices in the nation.

Education

  • Bachelor of Arts, International Relations, Pomona College
  • Masters of Science, Financial Services, The American College

Designations

Recognition

  • NAIFA "Four Under Forty" Award
  • New York Life 2018 Council President, Awarded once in a Lifetime to the Top Producer at New York Life
  • MDRT since 2009, Top of Top of the Table since 2016
  • NAIFA Quality Award Financial Advising since 2013
  • NYL Long Term Care Award

Community Involvment


SAVE Program

Service

  • Additional staff to support our client’s needs.
  • Optional orientation session to guide you on having complete access to your financial tools.

Accountability

  • Annual reviews of your accounts, finances, and financial statements based on your personal preference and needs.
  • Review financial plan versus actual performance and Update as necessary.

Value

  • Continual review and application of asset-allocation, risk management, tax efficiency based on your goals and changing needs.
  • Bimonthly updates on timely topics, relevant to you and your family.
  • Client appreciation events.

Education

  • Educational financial planning series.
  • Webinars and educational videos.

Crown Wealth Celebrates 10 Years!

Published April 7, 2020

Surviving Disruption In The Future Of Financial Advisors

Published May 24, 2019

Technological innovation is a driving force in business, politics, philanthropy and the humanities. The auto industry is a great example of how rapidly leaders have had to confront a marketplace where fewer people own vehicles.

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