We are independent owners of financial advisory practices who have teamed to provide personalized portfolio strategies that help address the complex demands of today's savers and investors.
We offer hands-on management of individual client portfolios with a particular emphasis on tax-efficient savings and investment plans. Developed over a multi-decade period, we utilize a disciplined approach to portfolio management that we believe targets both long-term growth and current income.
Our goal is a simple one: lower volatility and consistent growth adjusted to each client's specific requirements for liquidity, tolerance for risk, and long-term financial objectives.
We would welcome the opportunity to learn about your personal financial goals and to demonstrate how our capabilities may contribute to your financial success.
Wells Fargo Advisors Financial Network and C & R Capital Management are not legal or tax advisors.