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CREW Wealth Management
Crew Wealth Management is a financial planning firm that serves individuals, families, and business owners through a planning-first approach.
Overview
Crew Wealth Management is a financial planning firm that serves individuals, families, and business owners through a planning-first approach. For over 30 years the firm has focused on long-term relationships and personal financial plans that evolve with clients' lives. Clients work with a fully integrated team rather than a single advisor, with collaboration across CPAs, attorneys, and other specialists.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
San Luis Obispo
Corporate office
New York, NY, United States
Principals
Anthony Crew
Founder & Managing Principal
Sector focus
Frequently asked questions
Who runs investment decisions at CREW Wealth Management?
Founder and Managing Principal Anthony Crew chairs the investment committee. Day-to-day investment execution is led by a chief investment officer recruited in 2018 from a major university endowment, professionalizing a process that had previously relied on principal-level oversight. Large commitments — generally above a $5 million threshold — require committee approval, but the CIO has discretion on smaller transactions.
What prompted the pivot toward energy transition investments?
Beginning in 2022, CREW began allocating capital to solar infrastructure in the Mid-Atlantic. The move was driven by a combination of inflation-hedging logic — contracted utility revenue streams — and a desire by the third generation to align the portfolio with long-duration, sustainable cash flows. The office co-developed this strategy with a regional renewable developer rather than investing through external funds.
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