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Legal & Compliance

Transparency. Accountability. Trust.

Capital Crest Private Wealth is a SEC‑registered investment adviser. We do not imply SEC endorsement by use of the term.
We are a Member of FINRA — www.finra.org — and we have included a link to BrokerCheck® in compliance with FINRA Rule 2210.

CFP® Certified Financial Planner ChFC® Chartered Financial Consultant NAPFA Member

Legal Disclosures

Capital Crest Private Wealth is a registered investment advisory firm headquartered in Florida. We are compliant with applicable federal and state regulations governing investment advisors. Registration with the SEC or any state authority does not imply a certain level of skill or training.

Advisory services are offered through Capital Crest Private Wealth, a Registered Investment Adviser. Brokerage services provided through custodial partners and third-party institutions. All investment strategies involve risk, including the potential loss of principal.

Terms of Use

By accessing this website, you agree to the following terms and conditions. This site is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities.

  • All intellectual property on this website belongs to Capital Crest Private Wealth unless otherwise noted.
  • You agree not to misuse the website, reverse-engineer any elements, or redistribute content without written permission.
  • Capital Crest disclaims all warranties with respect to content accuracy or third-party links.
  • We are not liable for any losses incurred due to website use.

Privacy Policy

We respect your privacy and are committed to protecting your personal data. This policy outlines how we collect, use, and store information.

  • Collected Information: Name, contact details, IP address, and browsing behavior.
  • Usage: For communication, service personalization, and performance tracking.
  • Cookies: We use cookies to improve site performance and user experience.
  • Data Sharing: We do not sell or rent your data. We may share data with regulatory bodies or service providers when required.
  • Your Rights: You may access, update, or delete your personal data by contacting us.

Regulatory Notices

Investing involves risks including the potential loss of principal. Past performance is not indicative of future results. Testimonials on this website are not guarantees and do not represent all client experiences.

  • Investment strategies are tailored to each client and may not be appropriate for everyone.
  • We do not guarantee returns or make predictions of future performance.
  • By using this site, you acknowledge that Capital Crest acts solely as a fiduciary when formally engaged under signed agreement.

Cookie Policy

Our website uses cookies to enhance your browsing experience. By continuing to browse, you accept our use of cookies.

  • We use performance and analytics cookies (e.g., Google Analytics).
  • Cookies help us understand user behavior and improve site functionality.
  • You can manage cookies in your browser settings at any time.