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Independent and Comprehensive Financial and Investment Planning

High net-worth individuals and organizations want incisive strategies to preserve and grow wealth. The benefits of effective planning can be greater financial security for individuals, families, and institutional entities, such as employee benefit plans and foundations.  

Crowe Horwath LLP has the expertise you need. Our subsidiary Crowe Wealth Management LLC provides independent, fee-only comprehensive financial planning, investment advisory, and trust services. Crowe Wealth has no proprietary funds or products generating revenue for the firm, which gives it greater objectivity to suggest optimal planning strategies.

  • Comprehensive financial planning. Crowe Wealth looks at wealth broadly, beyond strictly financial terms, and encourages clients to do the same. Its professionals start by listening and understanding values, relationships, and objectives. They bring creative ideas and design plans that meet your short-term goals and are aligned with your long-term vision.  
  • Investment advisory services. Asset allocation strategies are anchored in client risk profiles and performance objectives. Crowe Wealth’s expertise in alternative investments (e.g., real estate, private equity, natural resources) can help to diversify your portfolio. Its advisors actively monitor investments and managers to keep you moving toward your goals.
  • Private, independent trust and fiduciary services. Clients trust Crowe Wealth’s objectivity to assume roles such as trustee or co-trustee, executor, custodian, or investment advisor to the trustee.

Pursue your goals for personal, family, and institutional growth. Visit the Crowe Wealth Management Web site, www.crowewealth.com, or contact Bob Bates at 317.706.2636 or rbates@crowewealth.com today.