Investment management services for those with over $1 million in assets

For clients with over 1 million dollars of investable assets, we understand that you have more complex needs for your financial planning, and desire a more personal level of service. Our goal is to create a comprehensive plan for success, utilizing all the resources at our disposal, to help ensure your financial future.

Your team will consist of three experienced financial professionals, a licensed tax accountant, an estate planning lawyer, and a client service associate, all working together to help with your assets and performance. We will meet with you annually to discuss strategy, planning, and economics in order to keep you in tune with your entire financial picture.

We will plan everything you need to be financially successful, from rarely utilized tax-shelters to new and cutting edge investment ideas. We create a fully integrated plan in order to help accumulate and distribute your wealth, now and for future generations to come.

For more information about the Aegis Wealth Management System, or how Croak Asset Management can help lay the foundation for the enduring financial future you’ve always envisioned, contact us today.

Our Three Step Process for Individualized Wealth Management

  1. Develop – Our introductory meeting with three of our financial professionals will allow us to collect all relevant information in order to build a financial plan for your future.
  2. Create – Your second meeting will include our tax accountant, estate planning lawyer, client service representative, and the financial professionals that will be the quarterback to your financial plan.
  3. Adapt – Quarterly or semi-annual meetings will keep you on track with your financial plan and we will be able to help keep up with economic and marketplace shifts for your finances.