Wealth Management

Take charge of your financial future.

Our wealth management process puts you in the driver’s seat of your investing and financial management. Together we’ll outline a plan that takes into account every aspect of your financial life to help you create a customized roadmap toward financial stability.

When you choose Croak Asset Management, you’re surrounded by a team of experts who are dedicated to putting you in the best position for financial success.

Learn

Discover your You Are Here point on your financial roadmap. Sit down with one of our trusted financial planners to discuss your goals, needs and current situation, so you’ll have a clearer direction moving forward.

Build

Based on the introductory meeting, our team helps you build a customized financial plan designed for your income and lifestyle. Our guiding philosophy throughout the process is to put your money to work for you.

Implement

We’ll put your customized personal plan in motion and monitor it continually. We’ll also make changes every quarter as seen fit to keep you on track on your way toward reaching your financial goals.

FINANCIAL PLANNING

Protect the things — and people — that matter most.

Our financial planning services are about more than just throwing money into an investment portfolio. We customize your plan for better outcomes for your money — and for you, your family or your business.

Getting to know you — your age, income, stage in life and long-term goals — helps us determine the optimal investment methods for your situation.

RETIREMENT PLANNING

The next stage in life after your career

Plan for a strong, stable financial future.
Americans are enjoying their mature years longer than ever before, thanks to increased lifespans. So planning for that eventual retirement — and making sure you have the financial stability in place so your money doesn’t run out before you want it to — is an essential part of financial planning.

Knowing which investment vehicles and fund options make sense at the different stages of your life is crucial. But understanding when and how to use them most effectively can be a significant challenge.

INVESTMENT SERVICES

Optimize your investments.

In addition to asset management and retirement planning services, Croak Asset Management also provides Investment management and oversight to all of our clients.

The goal of any good investment manager is to help maximize gains and minimize losses. And it's achievable with the help of our ever-evolving knowledge of the marketplace, plus constant supervision of your portfolio and individual investments.

EDUCATION PLANNING

Start planning for your child’s education today.

The cost of education is the second fastest rising expenditure in America today. Higher education has become a necessity for those entering the job force, yet the cost is becoming more and more prohibitive.

If you have young children or anticipate sending someone to college in the future, then planning for this financial inevitability is a must.

The sooner you plan, the better.
The good news? Several tax-advantaged savings vehicles are available to help families with this financial burden, including 529 plans, educational savings accounts, Coverdell savings plans, uniform gifts to minors plans and even over-funded life insurance policies. All of these tools can help make higher education a reality for your children when the time comes.

Lay the foundation for your financial future.

Discover how to develop your wealth as you envision with Croak Asset Management.