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.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.