Boutique wealth management for $3M - $30M portfolios
Client Focus
Portfolios from $3M to $30M
Highly compensated executives
Concentrated single-stock positions
Large, unrealized capital gains
Investment Advisory
- Holistic, whole-household portfolio management
- Low-cost, systematic models
- Custom & direct indexing
- Private & public markets
- Real estate solutions
- Subadvisor & private partnerships
Financial Planning
- Net worth tracking
- Cash flow & retirement modeling
- Proactive guidance around key topics: retirement, career, education, family, and legacy
- Evaluate tricky tradeoffs
Collaboration & Service
- Trusted single point of contact for financial matters
- Proactive partnerships with tax, legal, insurance
- Protective of your time & energy
Meet Robinson Crawford
A great advisor prioritizes his clients’ values and aspirations above all else. My job is to listen, understand, and work alongside you to ensure that your money works for you - not the other way around.
A little about me:
Certified Financial Planner®
BS, Computational Mathematical Sciences - Arizona State University
8+ years of financial planning experience
Featured in the New York Times, Wall Street Journal, & Barron’s
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