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Custom Wealth Strategy Group - Providing solutions to Individuals, Corporations, Foundations & Non-Profits

Name: Crofton Capital Management
Address: 1615 Bonanza St. Suite 403, Walnut Creek, CA, 94596, US
Telephone: (925) 934-9930

Welcome to Crofton Capital Management

To build and conserve your wealth, we develop plans that emphasize disciplined risk management, diversification, asset allocation, asset protection and tax-efficiency. We recommend professional money managers and mutual funds for stock, bonds, cash and alternative investments. We specialize in income generation and capital preservation strategies for those who have concentrated stock positions or want broad market exposure.

At, Crofton Capital Management, we believe your "wealth" consists of your financial assets, life lessons and values. We enable you to impart what you find of significance and consquence to the next generation.

Newsletters

Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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