Crown Wealth Strategies

Crown Wealth Strategies is a financial planning and wealth management firm focused on estate planning, business succession and private wealth management. The team offers bespoke financial management covering areas such as asset allocation, tax diversification, risk management and executive compensation, along with personalized planning, group benefits and individual insurance solutions. Its clients include business owners, retirees, physicians and families.

The firm works with clients through an ongoing review process, with annual account reviews, regular updates and client appreciation events. Clients can reach the office at 320 Texas Ave in downtown El Paso, and the team has a second office on North Resler. Agents are licensed to sell insurance and securities through New York Life affiliates.