Hello. Thanks for stopping by.
Why work with Crew?
Because we think that we can totally reinvent the way financial advice is delivered simply by answering what you're really asking - and by being impartial about the investments and solutions we deliver. That means the agenda on the table is yours, and the life you're living is what you've envisioned.
the Crew structure our clients enjoy
We sit at the center of a wheel of specialists
Crew Financial Collective® is a single door opening to a powerful network working behind the scenes to get you to great. Through our association with Commonwealth Financial Network®, our Collective includes teams deep in Investment Management and Research, financial and estate planning, industry leading technology, and more. As our back office partner and broker/dealer, Commonwealth has 46 years in business and total account assets of about $285 billion*, with the depth of infrastructure so key to getting you to great. *As of 04/01/2025
While the Collective refers to the resources working behind the scenes for your local office, your Crew are the specialists you see. The work of your Crew Financial Collective® Advisor here, your CPA, the lawyer drawing up your will, all are coordinated for you while you're busy living your life.
Handling a big change? We can add a certified counselor and life coach to your Crew to smooth the transition following the loss of a spouse, a career change or retirement. (Think you and your spouse have the same vision of what retirement looks like day to day? Most couples don't, and the first few years post-retirement put real strain on the relationship.). Facing divorce? Beverly is ready to help you navigate those waters.
Life takes a Crew. Let's build yours.
