WELCOME

Thank you for your interest in Crooked Tree Capital Advisors. Our firm provides comprehensive financial planning, wealth management, and fiduciary consulting services to individuals, families, and businesses.  

Since 2012, we've built our firm on strong relationships grounded in a foundation of honesty and integrity. We have a great appreciation for the trust our clients place in us and work hard to earn that trust every day. 

Our clients cover the spectrum of endeavors from corporate executives and business owners, to teachers, clergy and retirees who value competent, objective advice. The intended result: To provide our clients with the peace of mind that comes from working with a trusted partner.

 

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure

For additional information click here.