Crockett & Associates

At Crockett & Associates, we’re passionate about enriching the lives of our clients. Their well-being is our focus and inspiration. We believe that financial wellness contributes to the ultimate expression for—and delivery of—a prosperous, purposeful, and enriching life. Our mission is to provide you with a “boutique-like” experience and deliver a custom roadmap that can help you meet or exceed your financial wellness goals. The objective advice and coordinated strategies we provide are for your entire wealth picture—no matter how complex it may be.

Our team consists of two generations of advisors, giving us a collective insight into the challenges of wealth management at every stage of your financial life. Our collaborative approach is at the heart of our culture, and we’re committed to building lasting relationships with each generation of your family and providing them with continuity of advice and guidance as they face their own important financial decisions.

To us, the wealth management strategies we create are about more than money. They are also about realizing what you hope to achieve with your wealth, such as a sustainable lifestyle in retirement, supporting a charitable organization you believe in, building a business, providing college funding for children and grandchildren, or creating an ongoing legacy for successive generations.

Throughout the years, we’ve been privileged to develop lasting relationships that testify to the caliber of people we advise and our resolve to serve them exceptionally well. We’re proud of their successes and the impact they make on their communities. And we’re honored to call many of them enduring friends and integral members of our professional family.

Many clients come to us at critical transition points in their financial lives. Some are starting or nearing the end of their careers, while others are confronting unexpected events such as an inheritance, divorce, or the death of a spouse. Many times, we serve as a sounding board for C-suite executives, professional athletes, or entertainers who require strategies around compensation and other matters. Through our expansive network and resources, we can help you create financial strategies aimed at making these transitions easier.

While our clients have taken distinct paths to their achievements, virtually all have come our way through referrals – which we believe reflects our experience, energy, and commitment to people who place their trust in us. We welcome the opportunity to speak with you and pledge to remain a constant in your family’s life, today, tomorrow, and for many years to come.