Crown Wealth Management, LLC

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C R O W N W E A L T H M A N A G E M E N T, L L C
Address: 3651 Lindell Rd., J & K Las Vegas, NV 89103 Tel: 702.252.7252 Email: erik@crownwealthmanagement.net	Address: 316 California Avenue #872 Reno, NV 89509 *No walk-in appointments are available at our Reno office

Welcome

Crown Wealth Management has over 20 years of experience in the Financial Services Industry, offering 360° of financial services.

Corporate Office

Based in Las Vegas, Nevada, Crown Wealth Management services the Southwest states of Nevada, California, and Arizona. We are a financial services firm dedicated to putting our client interests first.

About Us

For over 20 years Crown Wealth Management, LLC has remained one of the most successful financial service firms in Las Vegas, Nevada. Built around two key elements, excellent service and well-structured client education, Crown Wealth Management, LLC is dedicated to placing the client's interests first and foremost.

Our Mission

Whether you are an individual seeking solutions for estate, business, pre-retirement or retirement planning, or a corporation setting up comprehensive retirement packages or reviewing existing plans, Crown Wealth Management, LLC will easily and painlessly guide you through the entire step-by-step discovery process which includes:

A proactiive tax review to identify current and future tax saving issues of which you may not be aware.
An income analysis to make sure incomme sources are being used properly and in the most tax efficient manner in order to provide you adequate income to meet future needs.
A detailed risk evaluation to help better allocate your investments and make proper investment choices in order to maximize results.

Crown Wealth Management, LLC's philosophy is to change the focus of the financial services field by placing more emphasis on service which will result in more informed and appropriate product choices. Unlike many other investment portfolio advisors, Crown Wealth Management, LLC carefully selects companies which are consistent with the philosophy that the client's feelings of safety and well-being are one of the most essential parts of financial planning.

Once the client's family and/or business goals are determined and a formal financial plan is developed, Crown Wealth Management, LLC then maintains consistent contact with clients, keeping them informed of all aspects of investments including upcoming tax law changes and current investment fee structures.

Crown Wealth Management, LLC owner Erik Dodds is highly regarded by clients for his integrity, compassion and product knowledge, and he enjoys aiding clients in sorting through the unique challenges they face in today's changing financial world.

We at Crown Wealth Management, LLC invite you to join us in seeking a better tomorrow by careful and caring financial planning today.

Crown Wealth Management, LLC is a member of both the Las Vegas Chamber of Commerce and the Better Business Bureau.

Want to know more about us?

To find out some of the areas that we may be able to help you with, click on the Contact us link

Crown Wealth Management is a proud member of the Better Business Bureau and
The Las Vegas Chamber of Commerce.