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Our   Services

Financial Planning | Retirement Planning | Tax Planning | Investment Management

Independent RIA

Financial Planning

We combine thorough financial planning with customized investing to help you identify and achieve your most important life goals.

Customized Planning

Our detailed planning process allows us to completely understand each client's personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals. This understanding allows us to:

  • Create customized investment portfolios
  • Help minimize tax liabilities inside and outside of client portfolios
  • Advise clients on estate planning with the assistance of our expert partners
  • Advise on tax-efficient, impactful philanthropic strategies.
  • Analyze existing risk mitigation and insurance strategies.
  • Review existing debt and liability structures to determine if better options can be utilized.

Advice that Serves You

The guidance that results from our planning process is based on the sole criteria of helping you meet your goals. Are you focused on retiring comfortably, selling or exiting a business or leaving a lasting legacy? We always recommend the most appropriate , most cost-efficient products and solutions—and never those that don't help you reach your objectives.

Seeing the Big Picture

We recognize that no client's financial life is one-dimensional. Using our deep expertise in investing, tax management, risk mitigation and other areas, we coordinate all the elements of your financial life in order to help you reach your bottom-line goals and achieve peace of mind.
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Investment Management

Successful investment management starts with discipline. It is the cornerstone of your financial future. We manage your assets as if they were our own. We work to achieve our clients goals through appropriate growth and income, but also have a finite focus on risk and all of the competing forces that can impact a portfolio over time. Through extensive research, tactical allocation, and focused risk modeling and management, our portfolios help clients stick with their plan and achieve their long-term goals.
  • Custom Portfolios
  • Science, Not Guesswork
  • Expertise Matters
  • Discipline and Flexibility
  • Long-Term Focus
  • Limited Taxes

Expertise Matters

Financial advisors have widely different levels of expertise. We believe that clients who entrust their wealth to an advisor deserve to work with highly credentialed experts.
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Retirement Planning

Financing retirement has become more complex, often leading to unnecessary stress, especially for those planning to tap into their retirement savings soon. With so many investment options, fluctuating interest and inflation rates, and other variables, it can be tough to figure out how much you’ll need, where to invest, and who to trust for advice. Crionna Wealth, as RICP© charter holders, specializes in retirement planning. We use the latest research to develop a comprehensive distribution plan that focuses on tax efficiency. Our unique planning model is all about creating the best path to help you reach your retirement goals.

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Tax Planning

More than filling out 1040 forms, our proactive tax planning finds more tax deductible items, creates tax-advantaged situations and teaches you how to reduce taxes for greater savings in future years.

Our comprehensive Tax Planning process includes:

Creating Donor-Advised Funds for Appreciated Securities. Donor-advised funds provide a simple way for investors to get immediate tax deductions and avoid capital gains tax liability on appreciated assets. We'll work with you to help set up donor-advised fund in Your Family Name and then you decide where and when to make gifts to your charities.

Gifting Strategies for Tax-Free Giving.Our clients use family gifting strategies to remove assets from their taxable estates. These strategies help reduce future estate taxes, and benefit your family members immediately.

Planning Strategies to Reduce Inter-Generational Taxes. A combination of federal and state taxes can significantly reduce the assets your heirs receive. Strategic estate planning is critical to maximizing the share that future generations will enjoy.

Tax efficiency in portfolios. We actively tax manage throughout the year taking losses to offset gains where possible. We are also keenly aware of the thresholds and brackets that kick in higher capital gain and income tax rates. We work to limit taxes in all of our portfolio decisions.

Investing in College Saving Plans. With tuition inflation averaging >5% a year, you cannot afford to subject your education savings to unnecessary taxes. The right college savings plan can help ensure that you save effectively and efficiently, and gives you a state tax deduction.

We Can assist with

  • Tax Forms
  • Trusts and Trust accounts
  • Power of attorney
  • Account beneficiaries
  • Joint accounts
  • Beneficiary accounts
  • Transfer on death designation
  • Gifting assets
Let's begin.
Let's begin.

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Independent RIA