CRMB Wealth Management Group
When your wealth takes on a certain scale, it often takes on a parallel complexity. At CRMB, we’re deeply skilled in helping you streamline the many moving parts of your wealth.
Some clients come to us at significant decision points in their wealth. They may be contemplating retirement, preparing a business for sale, or wondering if their portfolios are properly positioned for current market conditions.
Other clients look to us to help clarify their financial framework. Typically, the day-to-day management of their wealth has become more demanding. We help them tie down the loose ends of their financial picture, uncovering possible efficiencies and forging a more cohesive whole.
Still other clients engage us with an eye to the future. They are eager to preserve and pass on their legacy, whether that’s making life more comfortable for a spouse or loved one, cultivating sound stewardship in their children or grandchildren, or supporting the mission of a favorite organization.
Our team offers the judgment of experience combined with a passionate dedication to our craft. Our varied life stages allow us to serve as a reliable resource and guide for multiple generations, providing continuity and consistency for decades to come.
We are honored to serve a high achieving clientele. Typically, they have created wealth through a life of discipline and hard work. They tend to be people of character and grit who approach their wealth intentionally, looking to have a meaningful impact on their families, businesses, and communities.
Client referrals constitute the primary source of our new relationships, a fact we find both humbling and inspiring. We believe there's no better validation of our work. We also appreciate the preciousness of client trust, cementing that bond through our ongoing work ethic and responsiveness. Client success is the metric we value most.
Clients come to us from varied paths. Some are executives, professionals, business owners, or real estate investors. Others are individuals who are contemplating retirement—or are already enjoying that milestone. Still others are multi-generational families, who appreciate the varied life stages inherent in our team and the continued care we can provide their children and grandchildren.
By engaging our group, clients enjoy a refreshing freedom: they get to go live their lives. We manage their financial affairs so they can regain precious free time, focus on their personal and professional passions, and look to the future with confidence.
AAMS™, CFP®
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
