Consolidate your financial life.

The financial questions you face are complex, but as specialists
working with executives for many years, we know how to cut
through to the essentials and deliver practical strategies.

We leverage this specialized knowledge, together with innovative technology and a range of resources, in order to provide an ongoing, comprehensive wealth management service. This means that you can:

Log in from anywhere to get a clear picture of your finances
Integrate your corporate benefits into a custom retirement plan
Align your tax, legal and financial strategies within one platform

Our Process for Executives

By leveraging technology, efficiency of communication, and a straightforward approach, we help you take practical steps toward your financial objectives. This involves maximizing your corporate benefits as part of a comprehensive wealth strategy.

We’ve been working with time-starved executives for many years, so what we’ve done is create a wealth management program that fits into an already-full schedule – ours is a process made for busy people.

Courtney Jones CFP®
Founder and Senior Wealth Advisor

Independence creates opportunities.

Our position is unique – as an independent practice connected with a number of elite professional services firms, we’re able to create certain advantages for our clients:

Drawing on tax and family office professionals for specialized advice
Leveraging wealth management services such as an investment
committee, alternative investing, research and due diligence
Integrating our clients’ own service professionals for added
efficiency and alignment

Have a specific question about your company’s benefits or retirement program?

We’ve worked with many of the largest corporations in the Bay Area. We know the ins and outs of their programs and we’re happy to give you an objective opinion.

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Credo Wealth Management
PO Box 503
Penns Park, PA 18940
© Credo Wealth Management. All rights reserved.
Securities offered through Sanctuary Securities, Member FINRA and SIPC. Advisory services offered through Sanctuary Advisors, LLC, an SEC registered investment advisor.