Financial peace of mind that you deserve
Crusonia
PERSONALIZED, FEE-ONLY FINANCIAL SOLUTIONS
With no third-party compensation
OUR CORE VALUES
Integrity
We hold ourselves to the highest ethical standards, providing you with open and independent guidance.
Transparency
We provide you with clear and complete information so that you can make well-informed financial decisions.
Innovation
We challenge the status quo by constantly working to create better solutions for you.
How we do it
Crusonia Wealth Advisors, with the operational support of Michaud Capital Management, an independent multi-billion dollar investment consulting and family office firm, provides integrity-driven guidance by aligning our financial interests with those of our clients. We ensure that our only compensation comes from our clients, never third parties. This empowers our advisors to offer personalized advice tailored to each client’s unique goals and circumstances, adhering to our core principles of Integrity, Transparency, and Innovation.
Your goals are
our top priority.
Financial Planning
Expert guidance for your financial journey
Crusonia provides professional financial planning that empowers our clients with the knowledge and advice they need to make informed decisions about their financial future.
Investments
Strategic management for wealth growth
Crusonia utilizes a broad range of wealth management strategies that are tailored to our client’s individual investment plans. We actively monitor our clients’ portfolios, focusing on long-term growth, capital preservation, and tax efficiency.
Tax and Estate
Preserving your legacy
Our team has access to a network of tax and estate planning professionals to help design and implement practical solutions. The ability to effectively manage both tax and estate concerns is paramount to an effective plan for you and your legacy.
Who are we?
At Crusonia Wealth Advisors, our team comprises seasoned professionals dedicated to providing personalized, integrity-driven financial guidance tailored to each client’s unique goals. Learn more about the individuals who make our commitment to excellence possible.
