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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.

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Considering some important issues now could provide more options in the event of early retirement.

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Reviews annual enrollment dates and options for Medicare participants.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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

How Long Will It Take to Pay my Balance?

This calculator is designed to help you attach a dollar figure to your life’s work.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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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