Boutique wealth management for $5M - $50M portfolios
Client Focus
Portfolios from $5M to $50M
Large, unrealized capital gains
Concentrated single-stock positions
Highly compensated executives
Investment advisory
- Holistic portfolio strategy
- Rebalancing & tax-loss-harvesting
- Custom & direct indexing
- Curated asset mix
- Private & public market opportunities
- Real estate solutions
- Risk management & hedging
Financial planning
- Net worth tracking
- Cash flow & retirement modeling
- Proactive guidance
- Optimization
Collaboration
- Trusted single point of contact for financial matters
- Proactive partnerships with tax, legal, insurance
- Fiercely protective of your time
Meet Robinson Crawford
A great advisor prioritizes his clients’ values and aspirations above all else. My job is to listen, understand, and work alongside you to ensure that your money works for you - not the other way around.
A little about me:
Certified Financial Planner®
BS, Computational Mathematical Sciences - Arizona State University
8+ years of financial planning experience
Featured in the New York Times, Wall Street Journal, & Barron’s
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