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1615 Bonanza Street, Suite 403
Walnut Creek, CA 94596

Phone:

(925) 934-9930

Fax:

(925) 934-9931

E-mail:

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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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.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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How Long Will It Take to Pay my Balance?

How much would your monthly lease payment be?

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

Use this calculator to estimate how much income and savings you may need in retirement.

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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