Our benchmark is not a percent, we strive to achieve each and every one of our client’s unique financial goals. At Crofton Private Wealth, this is our benchmark.
Crofton Private Wealth’s portfolios are constructed using a tailored approach that is unique to each client through active management. An in-depth risk analysis allows us to ensure each portfolio is a perfect fit for our clients.
Our total wealth planning approach allows our clients to hold us accountable by implementing goals into a real-time financial plan. This plan quarterbacks all of our recommendations when it comes to investments, insurance and estate planning.
Total wealth allows us to identify areas that can be enhanced and built on to achieve the goals and objectives our clients ask of us.
The best investment is investing in yourself. At Crofton Private Wealth, we specialize in protecting the investments our clients have made in themselves through years of training and education to be the best in their respective fields.
We work with medical professionals, business owners, executives and family wealth transfers to make certain the proper protection is in place. We ensure our clients financial and personal goals stay on track and are achieved.