Client Profiles

The Business Owner

The Physician

The Retiree

The Executive

The Family

At Crown Wealth Strategies, we don’t try to be everything to everyone. We have specific expertise in working with successful people who primarily fall into one of the below categories. That doesn’t mean we don’t make exceptions now and again, but we specialize in dealing with the challenges and opportunities of business owners, executives, physicians, and retirees. We have tremendous knowledge and experience in managing their financial affairs, and helping them understand every option available so that they can make wise decisions and have peace of mind.

The Business Owner

As a business owner, we understand that your company, your life, and your finances are all intertwined. Through every stage of your business life cycle, we are here by your side to help you minimize your tax burden, maximize your financial opportunities, and protect your assets.

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The Physician

We understand that you have a unique financial profile because of your delayed career start, high educational debt, and high earning potential. We’re here to help you work through every challenge on the table so you can maximize your financial opportunities now and in the future.

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The Retiree

What everyone wants out of retirement is different. No matter what your goals are, and no matter how much planning you have or haven’t done, we’ll meet you where you are and help you get to the finish line successfully.

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The Executive

Helping business executives with their financial affairs can be complex because of their vast earning potential, unique salary and bonus arrangements, and extremely tight schedules. Here at Crown Wealth Strategies, we have the expertise you need to maximize your opportunities and secure your future.

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The Family

We have families of our own, and we understand the intricacies and hurdles that you must overcome in order to provide the future you want for your family. Whether that means planning for college, setting up for retirement, or leaving your legacy, we can help every step of the way.

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