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.

 

Financial planning

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Risk Management

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
 

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter. However, similar to planning that goes into living a happy and fruitful life, a well...

Personalized planning for life.

 

Our Team

Blogs

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Spending your retirement years in a new country can be exciting, so long as you're prepared.
Crooked Tree Capital Advisors |
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected lifespans...