CRUX Wealth Advisors

Financial Services - West Carson, CA, US

CRUX Wealth Advisors Employees
Lauren Bland

Client Service Associate

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Sarah Foss

Niagara Falls Area - Registered Relationship Manager

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Julie Barr

Branch Operations Manager

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Chloe Benzin

Associate Director of Business Development

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CRUX Wealth Advisors Senior Management
David Colley

Chief Operating Officer, CWA/Financial Advisor, RJFS

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CRUX Wealth Advisors Details

The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most.We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you..Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htmCRUX Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

CRUX Wealth Advisors logo, CRUX Wealth Advisors contact details
Employees: 20 - 49
HQ: N/A
Location: West Carson, CA, US
Revenue: 2.5 - 5 Million
Business Planning Banking & Lending Solutions Corporate Retirement Plan Consulting Comprehensive Financial Planning Estate Charitable Giving & Trust Institutional Consulting Investment Solutions Portfolio Management Retirement Planning Risk Management Insurance Solutions High Net Worth Strategy Banking & Lending Solutions Charitable Giving & Trust
CRUX Wealth Advisors Technologies
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ASP.NET

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Microsoft-IIS

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Amazon AWS

Other

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Bootstrap Framework

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