Cru Wealth Management

Cru Wealth Management is a financial planning and investment management firm located in Dallas-Fort Worth, but works virtually to allow easy access for individuals and families across the state of Texas. We aim to provide a personal "hand-holding" approach to helping people make wise financial decisions. Whether it is employer benefits at open enrollment, buying a new car, or allocating your recent bonus, we will walk through the decisions you face so that you can take ownership of your financial life. Please consider reaching out to discuss your needs as we would be honored to walk with you on your financial journey.