Where complex wealth
can become a lasting legacy.

Your money and investments are safely held at National Financial Services, a Fidelity company, one of the industry’s leading providers of safeguarding assets and investments (custody of assets). Crown Legacy Wealth, &Partners, and Fidelity all work together to help meet our fiduciary obligations, safekeep your assets, and enable excellent service.

We’re proudly partnered with &Partners because they share our belief that every client has a unique story and deserves advice built around it, not a one-size-fits-all plan. Like us, they’re committed to putting your goals first, whether that means wealth building, tax strategy, or legacy planning, and to earning trust through genuine relationships rather than transactions. That alignment, backed by their robust technology and comprehensive investment platform, gives you the resources of a large firm with the personal, values-driven approach you expect from us.

No. Equity compensation and concentrated positions are where much of our work sits, and it’s what most often brings people to us, but it isn’t a requirement. What our clients tend to share is a financial picture with enough moving parts that the order of decisions matters: RSUs and options, a business, real estate, and a retirement date coming into view. If that sounds familiar, the conversation is worth having.

You’ll work directly with Tom and Jason, and with the same small team behind them. We kept the practice deliberately boutique so the people who know your plan are the people who pick up the phone. No service center, and no being reintroduced to someone new each year.

Yes, and we’d prefer to. We act as the active quarterback of your financial plan, which means we facilitate, participate in, and coordinate meetings directly with your CPA and estate planning attorney so tax, investment, and legacy decisions line up instead of getting made in isolation. If those relationships aren’t in place yet, we can talk through what to look for.