Crown Wealth Advisors Welcomes You!

Crown is more than a name to our team. It is the standards that we provide to our clients.

  • Client Relations is knowing and understanding our clients to achieve their goals.

  • Risk Management is dealing with life’s uncertainties and protecting our loved ones.

  • Optimizing Tax Strategies is understanding how to position your money to make it last a lifetime.

  • Wealth Management is understanding our client’s needs to be invested efficiently.

  • Next Generation Planning is continuing our clients plans and fulfilling their wishes.  

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? With our guidance, you can get there. Tell us where you're at today. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.


Otsego Office



By Appointment Only