Crux Wealth Advisors

🎉 We're excited to announce our official launch as a hybrid Registered Investment Adviser and full service wealth management firm!   https://lnkd.in/etMa_kY4

Happy New Year from all of us here at Crux Wealth Advisors! 2024 was a monumental year for us, and we can’t wait to show you what we can do in 2025. - Looking for a dynamic work environment? - Interested in finding a like-minded group of advisors to “tuck in” with? - Ready to get the professional financial planning and investment advisory services you deserve? Join us! Visit our website to learn more: https://www.cruxwealth.com #NewYear #LetsRock

As the year draws to a close, I reflect on everything Crux Wealth Advisors has accomplished in 2024. It has been a year filled with opportunities, challenges, and milestones that have shaped our firm and strengthened our commitment to those we serve. Collaboration and shared vision have been key to our achievements this year. Together, we’ve expanded our impact and worked toward making financial literacy and security more accessible to all. Looking to 2025, I am filled with optimism. Our focus will remain on innovation, education, and deepening the personal connections that make our work so meaningful. Here’s to building on our successes, embracing new challenges, and continuing to make a positive impact in the lives of those we serve. Thank you for being part of this journey. Wishing you all a prosperous and fulfilling New Year! #HappyNewYears

As we at Crux Wealth Advisors wrap up another incredible year, we want to take a moment to express our heartfelt gratitude to our valued clients, partners, and team members. Your trust and collaboration have been the foundation of our success, and we are deeply thankful for the journey we’ve shared together. This season of reflection and renewal brings a sense of excitement for the future. As we look ahead to 2025, we are energized by the opportunities to continue helping you achieve your financial dreams and secure brighter tomorrows. Wishing you and your loved ones a joyous holiday season and a new year that shines with health, happiness, and success.

What a great way to cap off the year! Crux CEO Travis Alexander, MBA, CRPC® flew to Las Vegas to participate in the MarketCounsel Consulting Summit, a by-invitation-only event comprised of movers and shakers in the financial services industry. He was also an invited VIP guest and made a red-carpet appearance at the ALM | ThinkAdvisor Luminaries Awards later in the week. Such great insights, conversations, and people! Many thanks to Marie Swift and Jonny Swift, Brian Hamburger, Janet Purdy Levaux, and the rest of the amazing leadership teams at the hosting organizations. Shout out to Komodo dinner companions pictured L-to-Right clockwise: Jonny Swift Karthik Srinivasan  Marie Swift Amy DeTolla Travis Alexander, MBA, CRPC® David Hohimer. CPWA, AIF John O'Connell, MBA Dave Goes Joel Bruckenstein #MSUM24 #TALuminaries

Last week's reunion of the Crux Wealth Advisors team reminded us how much we can accomplish when we collaborate. A heartfelt thank you to the entire Crux family for making it a week to remember! Here’s to what’s ahead. #CultureWins #Thankful

Reunited, and it feels so good! It’s a rare treat to have most of the Crux Wealth team together, and this week’s Crux Collective felt like a true family reunion! The week was filled with: 🫂Team bonding that strengthened our connections 📸Fresh, sharp headshots for everyone 🤝Hands-on learning with our cutting-edge new tech stack 📹Brand new video bios for the whole team Whether you joined us at the Long Beach office or virtually, your energy and participation made this week special. A huge shoutout to the entire team—this is what collaboration and growth look like!

Crux was built by advisors, for advisors. In our industry, most firms offer advisors one of two things: independence and autonomy or tools and resources. At Crux Wealth Advisors, we deliver the best of both worlds: the control and flexibility to run and own your business your way while leveraging a platform of industry-leading technology and resources that help you provide a comprehensive client experience. Our goal is to help you grow your business while saving time and money. #RIAplatform #WealthWellLived Learn more here:

Financial Advisors: Whether you are looking for a succession plan to provide continuity for your clients, employees, and family, or want to maintain independence and run your business indefinitely, take a look at Crux Wealth. At Crux, we provide advisors with the control and flexibility to manage and grow their businesses while serving clients their way. Our platform offers industry-leading tools, technology, and resources that enable you to deliver a comprehensive client experience and expand your business while saving time and money. Your success is our success. Learn more here: https://lnkd.in/gft6X8gE

Financial independence is something to which we all aspire. With it, we have the ability to set our own course in life, the opportunity to experience many of the world’s wonders, and the means to make a lasting contribution to future generations. That is why the Crux Wealth process focuses on life and wealth optimization strategies to help bring focus and balance to both so that our clients can live their best lives. Learn more about the Crux process and how our Wealth Advisors can help you reach your goals at https://lnkd.in/gjF7-N8E