Crown Wealth Management
Live Abundantly, Give Generously™
Empowering high-capacity sponsors to align wealth and conviction through purposeful stewardship
We believe that stewardship goes beyond the management of wealth. It is the call to responsibly manage all of the resources and talents entrusted to us. For over 25 years, we’ve partnered with high-capacity resource partners and their families, business owners, and nonprofits to align their resources with their values, empowering them to “Live Abundantly, Give Generously™”. By focusing on the 4 T’s—time, treasure, talent, and ties—we help you navigate the complexities of stewardship with wisdom, care, and creating lasting impact for generations to come.
Our Unique Approach
Guided by principles that matter
Your wealth can do more than sustain your lifestyle. It can create opportunities, strengthen relationships, and turn your vision into impactful generosity. Our wealth management approach is guided by principles that ensure your financial strategy serves your highest priorities.
Time
Our days are numbered, and how we spend them reveals what we truly value. We help you structure your financial life so you can move from good to significant.
Treasure
Your financial resources are meant to provide security, enable generosity, and create meaningful impact. We help you align your treasure with your values so that your wealth serves a greater purpose.
Talents
Stewardship means using what you’ve been given to lead with purpose, invest in others, and inspire change. We help you weave your unique strengths into a financial strategy that reflects your calling and amplifies your impact.
Ties
Networks built on generosity, trust, and shared purpose are powerful tools for advancing the common good. Let’s build them together.
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Comprehensive wealth management services
Our suite of services is designed to address every aspect of your financial life:
Financial Stewardship & Planning
Together, we will transform your life’s most important questions into a clear, purpose-driven plan—one that aligns your wealth with your goals and empowers you to live with intention.
Investment Management
By listening intently and understanding your needs, we design tailored portfolios that balance opportunity, responsibility, and long-term growth.
Tax & Business Planning
Stewardship requires coordination. We collaborate with tax and legal professionals to create seamless strategies that optimize your wealth while keeping you focused on what truly matters.
Generosity & Estate Planning
Wealth is a tool for creating lasting impact. Whether it’s building a family legacy, supporting a cause, or giving back to your community, we will help ensure your values live on for generations.
Business Exit Planning
Your life’s work deserves a thoughtful transition. We help business owners prepare for their next chapter by maximizing value, preserving legacy, and ensuring your exit strategy reflects both your financial objectives and personal values.
Schedule your stewardship consultation
Whether you’re looking to secure your financial future, leave a lasting legacy, or make a meaningful impact in your community, we are here to guide you every step of the way. Let’s work together to discover what it truly means to “Live Abundantly, Give Generously™”.