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1615 Bonanza Street, Suite 403
Walnut Creek, CA 94596

Phone:

(925) 934-9930

Fax:

(925) 934-9931

E-mail:

Flipbooks

You can review interesting Flipbooks on my site.

Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting calculators on my site.

Flipbooks 2

You can review interesting Flipbooks on my site.

Contact Us 2

Please feel free to contact us with any questions.

Calculators 2

You can review interesting calculators on my site. 

Flipbooks 3

You can review interesting Flipbooks on my site.

Contact Us 3

Please feel free to contact us with any questions.

Calculators 3

You can review interesting calculators on my site.

Custom Wealth Strategy Group - Providing solutions to Individuals, Corporations, Foundations & Non-Profits

Welcome to Crofton Capital Management

To build and conserve your wealth, we develop plans that emphasize disciplined risk management, diversification, asset allocation, asset protection and tax-efficiency. We recommend professional money managers and mutual funds for stock, bonds, cash and alternative investments. We specialize in income generation and capital preservation strategies for those who have concentrated stock positions or want broad market exposure.

At, Crofton Capital Management, we believe your "wealth" consists of your financial assets, life lessons and values. We enable you to impart what you find of significance and consquence to the next generation.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

This calculator can help you determine whether you should consider converting to a Roth IRA.

How much life insurance would you need to produce a sufficient income stream for your family?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck