Who we are
Our story
The experiences of our founders in the wealth management industry led them to a simple yet powerful idea. They believe that first-rate investment guidance and wealth planning should not be limited to ultra-high-net-worth individuals and families. Instead, it should be accessible to a wider clientele, a belief that forms the core of our mission and values at Crusonia Wealth Advisors.
Crusonia Wealth Advisors was founded on this belief and the desire to provide greater alignment between the firm, advisors, and clients.
We are not bound to a pre-set menu of proprietary products, which empowers our advisors to best serve their client’s unique goals and circumstances.
Empowering advisors also requires financial alignment with the firm, where Crusonia advisors actively participate in the overall success and growth of the firm. We are all committed stewards of our shared mission, upholding the principles of transparency, integrity, and innovation. Your journey toward financial empowerment lies ahead.
Our mission.
At Crusonia Wealth Advisors, we are committed to providing exceptional service and strategic guidance. Our goal is to help clients achieve long-term success through capital preservation and compounding growth, securing prosperous futures.
The name Crusonia embodies our forward-thinking approach, inspired by a self-propagating plant symbolizing wealth preservation and growth. We believe in managing your wealth with intention and care, valuing these principles deeply.
Our mission is to partner with like-minded advisors to deliver personalized advice and tailored investment solutions, aligned with each client’s unique goals and circumstances. Your journey toward financial empowerment begins here.
Meet the Minds
Our team
We’re the dedicated experts behind Crusonia, driving your financial success with our diverse expertise and commitment to personalized client service.
Frequently asked questions
At Crusonia, we believe in a personalized approach. Our team collaborates closely with each client to understand their unique goals, circumstances, and risk tolerance, crafting customized financial plans to suit their specific needs.
Depending on the Client’s overall plan and qualifications, we have access to a wide range of alternative investments, including private equity, hedge funds, real estate, and more. These options provide additional diversification and potentially enhance returns.
