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 a mix of high-net-worth individuals, highly compensated employees, business owners, and nonprofit entities including private foundations and public charities. The firm provides customized, discretionary investment management alongside wealth planning, nonprofit consulting under annual contracts, and retirement-plan advisory services. The firm implements personalized portfolios using methods such as strategic asset allocation, modern portfolio theory, and a mix of fundamental and technical analysis, and it integrates financial planning tools and Monte Carlo modeling into its planning process. For employer-sponsored retirement plans the firm can act as a limited-scope ERISA fiduciary (including 3(21) or 3(38) roles), assisting with investment policy statements, fund monitoring, participant education and written reporting. Notable for a solo, independent adviser with roughly $6.6 million in assets and about 30 clients, the firm’s practice includes institutional-level services and pension consulting as well as nonprofit-focused work—services that are relatively uncommon among similarly sized independent firms. The firm’s principal is also a licensed insurance agent and allocates a portion of time to insurance activities, a relationship the firm discloses as a potential conflict of interest and mitigates through disclosure and fiduciary procedures.
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 |
|---|---|---|
Sandy, UT
| 16
|
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