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Home > Financial Services > Stock Brokers > Crestone Securities Llc
Crestone Securities Llc
Crestone Securities Llc is a member of NASD the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Crestone Capital Advisors LLC is a leading independent wealth management firm for high net worth individuals, families and foundations. They serve as their clients’ chief financial advisor and the central resource for all of their wealth management needs. Their services include investment management, estate planning, philanthropic planning, income tax planning and reporting, and wealth preservation and asset protection advisory services. They help their clients define and achieve their financial goals by providing an integrated, comprehensive approach to wealth management, unbiased advice, and strategies customized for their specific needs.
The Firm’s mission is to improve the lives and peace of mind of their clients by acting as their trusted advisor and central resource for all their wealth management needs. Crestone provides integrated wealth management services to individuals and families. Their services include investment management, estate planning, philanthropic planning, income tax planning and reporting, and wealth preservation and asset protection advisory services.
Their investment advisory service is focused on protecting and enhancing their clients’ capital. Their investment advice is based on a comprehensive understanding of the clients’ investment objectives, the use of disciplined asset allocation strategies and portfolio design, and the unbiased selection of the highest quality investment managers. They provide regular, clearly-presented reports to their clients. They also prepare consolidated quarterly investment reports, updated personal financial statements and quarterly and annual tax reporting.
The company is a very professionally managed company that believes in treating their staff as well as they treat their clients. This is because the company believes in the old saying that happy workers make for happy clients. This has proven true through the years for the company as proven by the client retention and satisfaction as shown by the clients through the years.
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