Let’s build a
lasting legacy
together.

Cru Wealth Management is a fee-only wealth management firm that delivers solutions with a highly personal approach.

Investment management

We offer personalized investment management to our financial planning clients so we can ensure your investments are aligned with your goals and comfort with risk. Investment management services are a separate fee from our financial planning engagement.

. 0 %

on first $1 million

. 0 %

on first $1 million-2mil

. 0 %

on $2 mil+

Single project or hourly planning on a case by case basis.

One time boarding fee

$800-$2500

One time boarding fee

$800-$2500

billed quarterly, based on complexity*

*eligible for discount or waiver with over $1m in assets under management.

LET’S WORK TOGETHER

Finances are a deeply personal part your life. It reflects where you came from, where you are, and where you want to go. Our approach aims to reflect this in everything we do. Our focus is on maintaining a personal approach so that we can help you in all aspects of your financial life.

About us

Finances are a deeply personal part your life. It reflects where you came from, where you are, and where you want to go. Our approach aims to reflect this in everything we do. Our focus is on maintaining a personal approach so that we can help you in all aspects of your financial life. We combine cutting-edge technology, market and industry experience and insights, and deep client understanding in order for us to help you achieve your most important goals. 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.