Crew Wealth Management

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Crew Wealth Management We specialize in holistic financial planning to align with your goals and priorities. No offers may be made or accepted from any resident of any other state.

We're proud of the role we’ve played in the San Luis Obispo community for more than 28 years. We continue to cherish the privilege of serving our friends through innovative, independent financial advice, personal service and guidance they can trust

Crew Wealth Management advisors are Registered Representatives with and securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org

Third-Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Financial Impersonation Scams: What to Watch For
10/28/2026

Financial Impersonation Scams: What to Watch For

Many people picture a scam as something obviously off: a strange email, a robotic voice, a too-good-to-be-true offer.The more dangerous version sounds like rescue. A calm, professional voice tells you your bank account has been compromised, and they’re calling to help you fix it before it’s too ...

Don't let these haunt your finances. Happy Halloween from Crew Wealth Management! 🎃
10/27/2026

Don't let these haunt your finances. Happy Halloween from Crew Wealth Management! 🎃

That means your money can keep growing tax-free for as long as you'd like — a big advantage for long-term and legacy pla...
10/21/2026

That means your money can keep growing tax-free for as long as you'd like — a big advantage for long-term and legacy planning.

Six Estate Planning Assumptions Worth a Second Look
10/14/2026

Six Estate Planning Assumptions Worth a Second Look

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful....

If you filed for an extension back in April, don't let today sneak up on you. Questions about your filing or next year's...
10/14/2026

If you filed for an extension back in April, don't let today sneak up on you. Questions about your filing or next year's tax strategy? We're here to help.

*Business owners:** Not sure which retirement plan fits your business?A **SEP IRA** is simple to set up and lets you con...
10/06/2026

*Business owners:** Not sure which retirement plan fits your business?

A **SEP IRA** is simple to set up and lets you contribute a percentage of income — great if you want low maintenance. A **Solo 401(k)** often allows higher contribution limits and offers a Roth option — great if you want to save more aggressively.

The right choice depends on your income, goals, and whether you have employees. Let's find the fit for you.

Permission to Spend in Retirement: A Skill Rarely Taught
10/06/2026

Permission to Spend in Retirement: A Skill Rarely Taught

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.Nobody teaches that part. There is no course on how to spend the money you spent a lifetime building, so the discipline, the caution, and the watchful eye on every bal...

Did you know October is National Retirement Security Month? 🎉All month long, we'll be sharing tips, facts, and strategie...
10/01/2026

Did you know October is National Retirement Security Month? 🎉

All month long, we'll be sharing tips, facts, and strategies to help you feel confident about your retirement plan — whether you're just getting started or fine-tuning things as retirement gets closer.

Follow along, and feel free to send us your retirement questions!

More Than a Number: The Four Risks That Shape Your Retirement
09/25/2026

More Than a Number: The Four Risks That Shape Your Retirement

Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works.That's understandable. The balance is the number on the statement. It's concrete, and it feels like a score. But judging retirement readiness by that one figure is a....

The 401(k) is named after a section of the U.S. tax code — Section 401(k) — and wasn't originally designed to be a prima...
09/25/2026

The 401(k) is named after a section of the U.S. tax code — Section 401(k) — and wasn't originally designed to be a primary retirement savings vehicle. It became the workhorse it is today almost by accident, as employers adopted it through the 1980s.
Curious how to make the most of yours? Let's talk strategy.

Address

1266 Monterey Street
San Luis Obispo, CA
93401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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