Cromwell & Company : Your Wealth Management Firm

Helping you to grow your wealth so you can live the life you want to live requires more than simply asking a question or two about risk tolerance and dumping you into a cookie cutter plan. It requires a full understanding of your financial assets and tax situation. It requires talking with you about where you are in your life and where you want to be. And it requires knowledge about how you want to care for your loved ones and the causes you believe in.

A well rounded wealth management strategy requires a real relationship with you.

At Cromwell & Company, that’s the only way we do business. Only when we’ve established a dialogue with you about your goals, needs and dreams are we in a position to help you achieve and satisfy them. Communication is the key to every client relationship we have, and when you work with the Cromwell & Company team, you’ll always be well informed.

Your tailored wealth management plan will be crafted to meet your specific needs and will cover every aspect of your financial life so that you’ll be well positioned to grow your wealth and live the life you’ve worked so hard for. And by working closely with Ptacek & Cromwell, the tax planning arm of Cromwell & Company, your wealth management strategy will be comprehensive and offer you a cost effective option for ensuring that tax planning is a priority in how we build your financial plan.

Investment Advisory and Wealth Management services are offered in partnership with Abridge Partners LLC. Abridge Partners currently has more than $300 million under management and 20 years of experience in the financial services industry. Through its partnership with Callan Associates, Abridge Partners is able to provide Cromwell & Company clients with independent institutional level research to defining financial strategies.

At Cromwell & Company every wealth management plan is tailored to the needs of the individual client. That said, most wealth strategies may include:

  • Asset Management
  • Estate Planning
  • Tax Planning
  • Real Estate Investment Management

Grow wealth. Live Life.
Contact Cromwell & Company today at 503.675.0700!