Let’s achieve your goals, together
Financial Planning and
Document Share Login
Sign up for
free financial tools
Cru Wealth management is a fee-only wealth management firm that uses a highly personal approach to helping our clients reach their goals. We provide a full-service experience so our clients can have a seamless path to success.
We offer a full-service experience and are available to help clients with almost any financial planning issue that arises. We help our clients with retirement planning, investment management, taxes, estate planning, debt management, and so much more. We are here to provide you an unmatched, individualized experience you need to have peace of mind on your financial journey.
We help clients like you gain clarity around questions such as:
Are my goals financially realistic?
How should I utilize my cash flow?
How should I prioritize my debt?
When should I start investing?
How much risk should I take?
What should I do with my stock options or restricted stock?
Are my 401k and retirement accounts set up properly?
Am I investing in the right accounts?
Should I use an FSA or an HSA?
What is the best way to save for my child’s college?
Should I be using pre-tax deferrals or Roth?
Do we have the right insurance coverage?
Is my family going to be taken care of if something happens to me?
LET’S WORK TOGETHER
If you are looking for a true partner to walk with you on your financial journey, reach out today and let’s see if we are a good fit for each other.
Get in touch
Cru Wealth Management LLC (“CWM”) is a registered investment advisor offering advisory services in the State(s) of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of CWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
View Firm Brochures (ADV Part 2)