Comprehensive, tailored consulting for businesses and individuals.
With over 60 years of professional experience with ERISA, tax, real estate, and private wealth, The Crete Group is dedicated to providing sophisticated wealth management services that align with your specific goals. We can guide you through the complexities of the financial world with professional skill, offering comprehensive plans tailored to your investment requirements.
Our Process
First, we triage. We come in, and stop the bleeding.
For any complicated matter, we need to treat it like a medical issue.
Second, we run tests. We analyze how the bleeding started and what is wrong.
Third, we suggest treatment strategies and how to fix what’s wrong.
Finally, we monitor for results and navigate an ongoing plan based on our clients objectives.
Who We Serve
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Businesses
We help businesses with complicated problems. 401k, entity structure, tax, and other business needs.
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Individuals
We help individuals with large tax burdens, and other complicated personal wealth issues navigate a changing tax field.