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Our Clients, Our Friends

We are fortunate to enjoy many multi-generational client relationships. It’s humbling and a source of great pride when clients introduce us to the young men and women in their families and entrust us to look out for their interests. And it is an honor to advise these young people, who will soon carry the banner that bears their family name and continue the traditions and legacies passed down to them.

Friends, fun and finances

At William Henry Crew III Wealth Management Group, sound financial planning and fun are not mutually exclusive. Those who join our circle of friends are invited to take part in a full calendar of educational events, as well as activities designed simply to have fun together. These events allow us to show our appreciation and celebrate the richness of life we are all blessed to share. The client events are always well attended and received. Annual social events include our ladies cooking night, area wine-tastings and kayaking in Morro Bay.

 
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

William Henry Crew III, CA Insurance License #0B17626 is a Registered Representative and securities offered through LPL Financial, member FINRA/SIPC. Madeline Alcorn, CA Insurance License #0K84677 is a Registered Assistant and securities offered through LPL Financial, member FINRA/SIPC. Financial Planning offered through Crew Wealth Management, a registered investment advisor and separate entity of LPL Financial.

Investment Advice offered through Crew Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, HI, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WI, WY.