1615 Bonanza Street, Suite 403
Walnut Creek, CA 94596
Phone:
(925) 934-9930
Fax:
(925) 934-9931
E-mail:
Custom Wealth Strategy Group - Providing solutions to Individuals, Corporations, Foundations & Non-Profits
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.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.