Finances are a deeply personal part your life. It reflects where you came from, where you are, and where you want to go. We have built our firm to allow for a personal relationship with each of our clients, so that we can help you achieve your goals.
We combine cutting-edge technology, market and industry experience and insights, and deep client understanding so that our clients receive the best service. We are here to take financial burdens off your shoulders and give you the confidence to make important decisions for you and your family.
We are also excited to waive goodbye to the days of an advisor working with 250+ households. We believe that limiting the number of households an advisor works with is foundational to building exceptional relationships – and you deserve that.
Kyle has a broad industry background that has influenced the construction of Cru Wealth Management. He spent time with Fidelity Investments where he focused primarily on retirement planning and 401(k) strategy. At Charles Schwab, Kyle supported high net worth advice and investment management in Dallas. More recently, he spent time with Facet Wealth where he focused on balancing investing with debt management, student loan strategy, and holistic planning with families across the country. This experience is what led to Kyle envisioning a better company, with a higher dedication to clients, by bringing the best of everything to the table.
Kyle is a CERTIFIED FINANCIAL PLANNER™ and member of the National Association of Personal Financial Advisors. He has sworn to a fiduciary oath of putting
interests above all else. He also currently holds the series 66 license, and previously held his series 7 and state level insurance license.
Kyle is married to his wife Amber, and they are kept busy by their playful dog, Copper. Outside of work, Kyle is passionate about cooking and exploring the world of wine. In fact, Cru is a wine industry term used in France to describe vineyards of superior quality. When building his company, Kyle felt this aligned with his objective in the financial industry.
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.
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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.
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