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1615 Bonanza Street, Suite 403
Walnut Creek, CA 94596

Phone:

(925) 934-9930

Fax:

(925) 934-9931

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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.

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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The world of higher education is constantly evolving. Here are some key updates for 2026.

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Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

How much Disability Income Insurance do you need?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

How much would your monthly lease payment be?

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