8:00 - 9:00
Mon - Fri
Capital Crest Private Wealth was founded on a belief that wealth is not just a numerical measure — it is a reflection of purpose, legacy, and impact. Our founders came together after years of witnessing how underserved affluent individuals and families were by traditional financial institutions that prioritized scale over service, volume over values.
We envisioned something different: a boutique advisory firm that merges institutional-grade sophistication with an unwavering commitment to personal connection. Capital Crest was born from this mission — to serve those who lead, build, and steward wealth with clarity and intention
To empower successful individuals, families, and business owners to grow, protect, and enjoy their wealth with confidence — while building a legacy rooted in purpose.
We do this by delivering:
• Thoughtful, customized financial planning
• Independent and objective advice
• A multi-disciplinary approach to complex financial lives
• A client-first culture, always free of commission-based bias
We break down complexity to bring confidence. Our financial advice is always transparent, jargon-free, and easy to understand.
We uphold the highest ethical standards. Every decision is made with your best interest in mind — no hidden agendas.
We listen, learn, and collaborate closely with you. Your story, goals, and values shape everything we do.
We help manage not just wealth, but the responsibilities and opportunities that come with it — with care and accountability.
We stay ahead by integrating forward-thinking strategies — from crypto to tax-optimized estate plans — tailored to your evolving needs.
Because your wealth deserves more than algorithms and check-the-box planning. It deserves
vision, accountability,
and a dedicated team that understands the true weight and opportunity of financial success.
Welcome to Capital Crest — where your wealth finds purpose.