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Crystal Capital Management Corporation
Crystal Capital Partners is an SEC-registered investment adviser in BAY HARBOR ISLANDS, FL, since 2007. The firm manages approximately $1.3 billion in assets.
Crystal Capital Management Corporation
Crystal Capital Partners is an SEC-registered investment adviser in BAY HARBOR ISLANDS, FL, since 2007. The firm manages approximately $1.3 billion in assets. It has 23 employees and 6 investment advisers.
General information
Firm type
Generic
Year founded
1995
Location
Region
North America
Country
United States
City
Bay Harbor Islands
Corporate office
99 Walnut Street, Suite A, Saugus, MA 01906, United States
Principals
William L. Burton
Founder and President
Harold Zazula
Financial Planner
Sector focus
Frequently asked questions
Who runs investment and planning decisions at Crystal Capital Management Corporation?
Founder and President William L. Burton leads the firm. He is both a CPA and a CFP® and brings together tax strategy and investment recommendations. Harold Zazula, a CFP®, RICP®, and CLTC, also provides retirement-income and long-term-care planning as part of the advisory team.
Does the firm manage assets for institutional investors or other family offices?
No. Crystal Capital Management Corporation serves individual and family clients, primarily those already in retirement or within a few years of retiring. The firm's public materials focus entirely on personal retirement, tax, and legacy planning rather than institutional mandates or pooled fund structures.
How does the firm integrate tax planning with investment management?
William Burton's CPA background allows the firm to embed tax considerations directly into investment and withdrawal strategies. The firm evaluates Social Security claiming, Roth conversions, and general tax reduction alongside portfolio decisions, aiming to reduce the need for clients to hire separate tax and investment professionals.
What investment products or asset classes does Crystal Capital Management Corporation typically use?
The firm does not publicly list a specific investment-product menu or asset-allocation model. Its website focuses on planning services — retirement income, tax strategies, and legacy planning — rather than on proprietary funds or alternative investments, suggesting a conventional financial-planning approach aligned with individual retail portfolios.
What is the firm's known posture on co-investments or direct deals?
There is no public indication that Crystal Capital Management Corporation engages in co-investments, direct private deals, or fund commitments. The firm operates as a personal financial planning practice, not as a family office or institutional capital allocator.
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