Building Wealth and Earning Trust
The Crawley Wicker Johnson Wealth Management team offers a personalized approach to financial consulting and asset management. As a team of dedicated professionals with over 70 years combined experience in the financial services industry, we believe in keeping things simple and follow our mission of providing objective, unbiased financial advice.
As a fiduciary, we focus on placing your interests first. Our client relationships begin by getting to know you, listening and identifying your financial and life goals. Not everyone’s circumstances are the same, so we want to be keenly aware of each individual’s personal situation with utmost confidence. We educate and assist you in selecting investments appropriate to your financial future. We also take into consideration your other investments as part of an overall asset allocation and diversification strategy – making sure our solutions are cost-effective and tax-efficient to fit your needs. Ultimately, our aim is to protect and grow your assets while being mindful of risk.
We invite you to learn more about how we can guide you toward your financial goals by contacting us today.
All investing carries risk.
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
Crawley Wicker Johnson is registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in California, Connecticut, Florida, Georgia, Indiana, Massachusetts, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia, West Virginia and Wyoming.
Heather and Laurel are licensed to offer insurance and annuity products to residents in North Carolina. Oliver is licensed to offer insurance and annuity products to residents in Georgia, North Carolina and Virginia.