Partnering With Croak

We work with families who want their financial life handled with care, intelligence, and precision. Our minimum annual fee is $5,000, which typically applies to portfolios of $500,000 or more. We serve a focused group of clients so we can deliver consistently high standards, both in strategy and in service.

Starting with an intensive Capital Review process, we’ll uncover the things that matter most in your financial journey. We manage portfolios with discipline by rebalancing monthly, using factor-based allocations, and putting a constant lens on risk. Planning is integrated and forward-looking, accounting for taxes, estate strategy, and long-term goals in one cohesive system. We’ve follow a rigorous and ongoing financial review process so we can deliver advice based on your evolving needs. We adjust, monitor, and execute to optimize your wealth plan at every turn.

Valuable insights start with clear and comprehensive reporting. We provide a consolidated view of your entire financial picture and pair it with the security and custody of Schwab. Our reporting is real-time, precise, and built to give clarity into multiple aspects of your finances. We handle the backend complexity so what you see is simple, complete, and always current.

Exceptional service, to us, means being thoughtful, responsive, and reliable. Each client works with a dedicated team who understands their goals and handles details with care. We aim to remove friction through coordinated planning, document review, and follow-up so you can focus your time on the things that matter most to you.