Client Access
Start Planning Today!
Traverse City 231-943-2920
Alden 231-331-5500
Trusted Relationships, Personalized Plans
Client Access
Start Planning Today!
Traverse City 231-943-2920
Alden 231-331-5500
Trusted Relationships, Personalized Plans
As a Financial Advisor since 2000, my mission is to help my clients create a more financially independent and affluent financial future than they would be able to alone by providing objective, creative solutions to help invest and manage their wealth.
I achieve this by focusing on client education and trust as the cornerstone to my client relationships.
Client education:
I believe that with the right information individuals are given the opportunity to make educated decisions concerning financial planning. My responsibility is to translate difficult financial concepts into plain language. At Craig Wealth Advisors, my team and I are committed to taking the time with each of our clients to ensure that they fully understand how a particular financial tool can work to help them reach their goals. Please visit Craig Wealth Advisor’s Youtubechannel to view our education videos on a variety of investment topics.
Trust:
There is nothing more important than trust in the relationships I have with my clients. I pride myself on bringing intelligence (as evidenced by my CFP® and MBA) balanced with the human element to all of my client interactions. I develop a trusting relationship with my clients so as life's transitions occur, both expected and unexpected, we are comfortable and honest with each other.
With these principles as the foundation of the relationship, my team and I work alongside our informed clients to design, implement and manage a personalized financial plan which includes
We ensure our client's investment plan is personalized for them which means it is properly aligned with their risk tolerance, unique objectives, stage of life and is flexible enough to adapt to unexpected life changes.
I appreciate the focus Raymond James places on providing objective and timely advice and the internal support that they offer my independent Northern Michigan practice while remaining objective.
I understand the decision to work with a financial advisor is a personal one. So I encourage you to
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In the News
At Craig Wealth Advisors we enjoy working with a variety of clients. The three types of clients we focus on are:
As a Financial Advisor since 2000, my mission is to help my clients create a more financially independent and affluent financial future than they would be able to alone by providing objective, creative solutions to help invest and manage their wealth.