How We Do Business

WealthCrest is a financial services firm providing advice and counseling on financial planning, investment management, Life and Health Insurance, Disability Insurance, Long Term Care Insurance (LTCi), retirement planning, Survivor Benefit Plans (SBP) and 401(k) or Thrift Saving Plan (TSP). As a part of your relationship with us we also offer insight into the areas of home and auto insurance, gifting, college planning and estate considerations.

WealthCrest is an independent firm that predominantly is a fee based asset management firm. We also do hourly consulting on a wide array of financial topics. In every case we methodically follow a set process to bring you a superior planning and asset management experience.

Being an independent firm we do not market one company's products and we act as level fee fiduciaries for our clients retirement assets. WealthCrest explores the universe of options available for a client and selects investments on relative value, expenses, and client needs.

Our business model is designed to support clients with minimum invested assets greater than $200,000 and is not well suited to households with a net worth (excluding your primary residence) below this minimum. Each of our advisors may have different minimums. Refer to Our Professionals page for more information.

To ensure we are a fit for you, we offer a complimentary visit for one hour. This gives us the opportunity to get to know each other. Contacting us is easy; you can use the contact form, phone or email any one of us. We welcome the opportunity to show you the great things so many others have found in their relationship with us. We care, we know, we help.