Our Process

We believe that identifying financial strategies begins with a solid understanding of each client’s situation, goals, objectives, and risk tolerance. We follow a disciplined process that enables us to work with you to craft a plan to help you pursue your goals:

CR Wealth Management Group | Financial Advisors | New York, New York


  • Develop a thorough understanding of your financial goals and objectives
  • Review and analyze your current financial situation
  • Identify and tailor a strategy for your individual needs
  • Implement your customized strategy, including personalized services and benefits
  • Review your strategy, meeting periodically to discuss your goals and needs


Whatever your financial goal – whether to grow your wealth, preserve it, or pass it on to others – you can count on us to help you with a strategy that is: