Cromwell & Company Information

Putting your assets to work for you... When it comes to your financial assets they should be working for you, not for some financial services company. At Cromwell & Company that’s a problem you’ll never have to contend with. With Cromwell & Company you’ll be working with a team of Registered Investment Advisors, Financial Planners and Certified Public Accountants. That independence enables us to provide the most effective products and strategies and tailor them to your specific needs, goals, lifestyle and dreams. There’s a lot of peace of mind in that. The Cromwell & Company approach is to partner with you on the handling of your wealth management, estate planning, and other financial planning services. By working closely with you to educate you on your financial options and opportunities we’ll develop a plan that will enable you to achieve your goals. With Cromwell & Company on your side you’ll be able to rest assured that your financial strategy is crafted with an eye on your total wealth management picture. We understand that asset management and investment planning is only half of the equation for growing wealth and living the life of your dreams. Through our partner firm, Ptacek & Cromwell, we’re able to provide a tax planning strategy that will protect your hard earned assets. This relationship enables us to provide a level of service that goes well beyond what you’ll find with the typical investment advisor.