Our Services

Crofton Capital Management provides comprehensive wealth management solutions that are customized for each clients' needs.  We specialize in the following areas:

Personal

  • Financial Planning Analysis & Review - Asset Allocation Analysis & Recommendations
  • Insurance Analysis and Review - Life, Long-Term Care, 2nd to Die and Business
  • 529 College Savings Plans
  • 1031 Property Exchanges - Tenants in Common (TIC), Delaware Statutory Trust (DST)
  • Executive Stock Option Analysis and Restricted (Rule 144) Stock assistance
  • 10b5-1 plans
  • Alternative Investments - Real Estate, Oil & Gas, Equipment Leasing, Etc.

Corporate

  • 401k Establishment, Servicing, Takeover and Employee-Education
  • Fiduciary Review - Investment Policy Statement & Prudent Process Creation
  • Group 529 & Long-Term Care Insurance 
  • Employee Benefits through Wilson Benefit Insurance Services @ www.wilsonbenefit.com

Foundations/ Non-Profits

  • Family Foundation - Fiduciary Review & Investment Managment, Gifting and Administration Assistance, Compliance Analysis
  • Non Profits - Retirement plan design and servicing

 

 

 

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck