Crest View Wealth Group

09/02/2026

Are standard retirement plan limits holding you back? A cash balance plan may help you supercharge retirement savings and unlock significant tax advantages.

crestviewwealthgroup.com

08/28/2026

The Roth vs. Traditional 401(k) debate just got easier. Run the numbers and discover which option could help you keep more of your money in retirement.

crestviewwealthgroup.com

08/24/2026

The way you give can be just as important as what you give. Discover the power of giving with purpose.

crestviewwealthgroup.com

08/21/2026

What do light bulbs, ice cream cones, and lunch have to do with retirement? More than you think! Discover 3 simple questions that can help shape a more fulfilling retirement.

crestviewwealthgroup.com

08/07/2026

Spending the day at the Boys and Girls Club of Truckee Meadows Annual Golf Tournament! Make sure you stop by the Crest View Wealth Group table at hole #12 for a fun game and chance to win a prize!!!

07/25/2026

Thank you to everyone who came to our Office Open House! We hope to do more events like this in the future so if you weren't able to make this one there will be more coming soon! For those that did come, keep an eye on your email for the answers to the all the games we played at the Open House.

07/04/2026

Happy 4th of July!!!!
Sit back, relax and enjoy some burgers and fireworks today!

06/25/2026

We are delighted to welcome Sarah Howard as our new Client Services Associate. In this role, Sarah will work closely with our clients and team members to help ensure a seamless and responsive client experience. Sarah brings valuable skills and enthusiasm to the position with experience in the finance world, and we are confident you will enjoy working with her.

06/24/2026

This is Leo. Leo's entire life runs on a pretty simple system: eat, walk, play, watch Suits, repeat.
No overthinking, no reacting to noise (for the most part).
It's a good reminder that the best financial plans usually aren't complicated—they're just consistent and intentional over time.

If you need a plan that works for you that you can understand, give us a call. We would love to help.

06/23/2026

Please join us in welcoming Taylor Holder, our Summer Intern. He will be supporting our team on a variety of projects and gaining hands-on experience at our practice before he finishes his master's in business administration this December. We are pleased to have him with us and look forward to the contributions he will make during the internship.