Broker Check

A New Paradigm

“…. independent tax professionals have generally offered wealth planning services and products through a big, fully integrated, financial institution that is more interested in pushing its own proprietary products than being cost effective and responsive to the clients’ needs.”

“Under CapitalCrest, these high profile independent tax professionals have teamed together to gain bargaining power, support a centralized business model and realize cost and time savings while providing quality wealth planning services and products to their clients.”

CapitalCrest Advisor Network, LLC represents a new paradigm in wealth planning for experienced independent tax professionals. It strives to provide the most robust offering of wealth planning services and products at the lowest possible price without sacrificing service.
 
Until now, independent tax professionals have generally offered wealth planning services and products through a big, fully integrated, financial institution that is more interested in pushing its own proprietary products than being cost effective and responsive to the clients’ needs. The only other option available to independent tax professionals has been to research, develop, maintain and manage their own group of services and products with most of the support function falling on their own shoulders. Neither of these options best serves the clients’ needs.
 
Big financial institutions have demonstrated that centralizing support functions for wealth planning services and products can be cost and time effective. However, an institution that accomplishes this objective while maintaining a truly open architecture and competitive pricing structure has proven to be more difficult to find. Under CapitalCrest, these high profile independent tax professionals have teamed together to gain bargaining power, support a centralized business model and realize cost and time savings while providing quality wealth planning services and products to their clients.
  
As a result, CapitalCrest advisors become more influential within the wealth planning industry and more respected by their tax clients. Services and products become more comprehensive and professional, resulting in greater client satisfaction and stronger revenue growth for the advisor.
 
Research and Development of Services and Products

CapitalCrest conducts ongoing research and coordinates the development of new services and products for its advisors. These services and products are then provided to its advisors and their client via a customized website. Competitive pricing agreements for these services and products are negotiated by CapitalCrest and the results are made public to the advisors. 

 
Administrative and Operational Support 

CapitalCrest centralizes and manages many of the administrative and operational activities associated with the wealth planning services and products offered through its advisors. For example, under CapitalCrest supervision, client reports are developed, produced and delivered to the advisor or client via the website and hard copy. Under CapitalCrest , client accounts are monitored to meet compliance requirements, supported on daily account activity and managed according to stated investment objectives and risk tolerance. Problem resolution is coordinated with the advisor.

 
Marketing, Publication and Presentation Support

Marketing materials, publications, advertisements, articles, promotions and presentations are developed, maintained and customized for individual advisors’ needs by CapitalCrest directly or through the relationships that it has established.
 
 
Advisor Support

Public speaking and participation in presentations is provided by CapitalCrest. Proposals, analysis, training and community activities are also supported by CapitalCrest. Look under the Solution/Services & Products tab for an expanded listing of support functions.