What We Do

What We Do

Craft asset management is a Registered investment adviser that provides asset management and financial planning. As investment advisers we are fiduciaries, and as such are held to the highest standard of conduct and act in the best interest of our clients. Our clients come from all walks of life and from unique circumstances. We tailor our services to fit the need of each and every client. 

The vision of the firm is to create an ongoing asset management strategy and financial plan that will help you plan for your short and long term financial goals. We will work with you on a one‐on‐one basis through interviews and questionnaires to determine your investment goals, objectives and financial situation.

Financial Planning Includes:

  • Retirement Planning
  • Estate Planning
  • College / Education Planning
  • Insurance Planning
  • Investment Planning

Asset Management Includes:

  • Investment Allocation
  • Continuous Supervision

 

OUR ADVISORY SERVICES

The experts at Craft Asset Management, LLC are here to help you create a financial plan that will best meet your goals. Our financial plans are tailored specifically to the areas needed to address your lifestyle and personal goals. Plans may include Asset Allocation, such as Cash Flow Analysis & Budgeting, College/Education Planning, Estate Planning, Investment Planning, Retirement Planning, and Risk Management. Also, Asset Management Services, which involve our firm providing you with continuous and ongoing supervision and management over your specified accounts.

Craft Asset Management is a Registered Investment Adviser that provides financial planning, investment management, retirement planning, and works closely with attorneys and other professionals for estate planning purposes. We tailor our services to fit the need of each and every client. As investment advisers we are fiduciaries, and as such are held to the highest standard of conduct and act in the best interest of our clients.

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CONTACT US

  • Office:

    285 Rosedale Lane
    Fort Gay, West Virginia 25514

  • Phone:

    Office: 304.303.9949

    Fax: 858.656.8015

  • Email:

    Evan@CraftAssetManagement.com