A complete list of active advisors currently associated with Crockett Wealth Management, Inc.

Warmer can help you find a great advisor at Crockett Wealth Management, Inc. or one who fits your needs even better.

Crockett Wealth Management serves high‑net‑worth individuals, business owners, and institutional clients including private foundations and public charities. The firm provides discretionary investment management, comprehensive wealth planning, nonprofit consulting, and retirement-plan advisory services for qualified plans. The firm delivers customized portfolios through continuous client contact and discretionary authority, using a mix of approaches such as modern portfolio theory, strategic and tactical asset allocation, and scenario modeling via financial‑planning software. It presents written financial-planning recommendations, implements agreed strategies, and conducts periodic (typically quarterly) account reviews to monitor performance and suitability. Distinctive features include a focus on nonprofit clients and planned‑giving work delivered under fixed‑term nonprofit consulting agreements, and formal ERISA plan services where the firm can act as a 3(21) or 3(38) advisor for pension, 401(k), and other retirement plans. The firm’s principal is also a licensed insurance agent and receives external compensation for insurance sales (disclosed in the brochure and limited to states where licensed); the firm documents this potential conflict and describes procedural and fiduciary safeguards to address it.

To learn more about the advisors currently working at Crockett Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sterling Crockett	Sandy, UT	16

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