About Us - Crionna Wealth

Our Story

“If I have seen further, it is by standing on the shoulders of giants,”
- Sir Issac Newton

Crionna Wealth is different by design. We rely on cutting-edge academic research in financial and retirement planning to craft the best solutions for our clients. Not many firms take this approach, and even fewer do it as fee-only fiduciaries, always putting our clients’ interests first.

Our team understands the different milestones of life, and the challenges they bring. We work to ease the stress of each transition using our years of experience, research, and resources alongside your values and desires, to design a successful plan of action.

Our Process

Discover

To create your comprehensive wealth plan, we must first gain insight into your financial needs and goals. This involves listening more than we talk and asking incisive questions to better understand your life and the things that matter most to you.

Analyze

Next, we gather and review all relevant information, including bank records, financial statements, and tax and estate planning documents, to help us better understand where you are now financially relative to where you want to be.

Advise and Implement

The next step is to work together to develop a long-term plan that’s aligned with your financial needs and goals. We then collaborate with the other members of your wealth management team—for example, your CPA and estate planning attorney—to seamlessly implement your financial plan.

Monitor and Evolve

The process doesn’t end once we implement your plan. Instead, we continually monitor your progress to ensure you remain on track towards your financial goals. In addition, we proactively recommend updates to your financial plan and investment strategy as your circumstances change and tax laws and market conditions fluctuate.

Our Team