THE CRUX

EXPERIENCE

A Unique Approach.

Whether you are an advisor or a client, the culture of the company you work with matters. We wake up with one mission in mind – enhancing our advisor and client experience. We do this by letting our core principles guide our decision-making process each and every day.

ADVISOR EXPERIENCE
FOR ADVISORS. BY ADVISORS.

In our industry, most firms are offering advisors one of two things: independence and autonomy or tools and resources. What if you could have the best of both worlds? Meaning, the control and flexibility to run and own your business and work with clients your way, while leveraging a platform of industry-leading tools, technology, and resources that help you provide a world-class client experience. Our goal is to help you grow your business, while saving time and money.

CRUX was built by people just like you – Financial Advisors. We understand the resources you need to run an efficient and profitable business because the executives of our company continue to work with clients. We are committed to our advisors and their clients because their success is our success.
CLIENT EXPERIENCE
A COMMITMENT TO ADVICE AND SERVICE
Many of us grew up in a world of sales quotas and product campaigns where clients’ interests took a back seat to commissions and revenue. It is no surprise that there is a bad stigma associated with our industry.

We believe clients deserve two things – advice and service. Our entire platform is built to help you offer clients exceptional advice and personalized service.

Our Life & Wealth Optimization process helps clients achieve their goals and increase lifelong financial independence, while reducing stress and enhancing their quality of life.

our team

Through the bonds of long and lasting relationships, we enjoy the freedom to encourage, inspire and guide our clients.
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Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.

Investment Advisory Services offered through Crux Wealth Advisors, LLC. Securities offered through Arete Wealth Management, LLC, members FINRA and SIPC.

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