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 specialize in boutique-level advice and carry a much smaller client load per advisor than many of the Big Finance machines. This allows us to help clients with financial decisions both large and small.
We also aim to provide clients with growth tailored investment portfolios to combat inflationary pressures over time, while mitigating risk as much as possible.
www.cruwealth.com