Crest View Wealth Group

05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

05/10/2026

Wishing a warm and happy Mother's Day to all who nurture, support and inspire.

05/09/2026

Business owners spend years building something meaningful—often their largest and most valuable asset.

But one question is often overlooked:
What happens to the business when you're no longer at the center of it?

A recent Raymond James article highlights an important truth: your business deserves an "estate plan" too. A thoughtful succession plan doesn't just prepare for retirement—it protects your legacy, your team, and the value you've worked so hard to create.

Planning ahead helps answer critical questions:
• How do you exit on your own terms?
• How do you maximize the value of your business?
• How is your business protected in the event of the unexpected?

Whether it's transitioning to family, selling outright, or structuring a buy-sell agreement, the right strategy can create clarity and confidence for everyone involved.

The reality is—succession planning isn't just about the future.
It's about protecting everything you've built today.

If you own a business, it's never too early to start the conversation.
Read more here: https://www.raymondjames.com/commentary-and-insights/business-ownership/2026/04/30/plan-beyond-the-present?utm_source=ccemail

05/07/2026

Most people think of a financial advisor as someone you call when it's time to talk about money.
But the truth is—our most important moments with clients rarely start with numbers.

They start with life.

When someone loses a loved one, everything can feel overwhelming. Decisions pile up. Paperwork sits untouched. Even simple daily tasks can feel heavy.
That's when we step in—not just as advisors, but as people who genuinely care.

We'll sit with you at the kitchen table and help sort through what needs to be done. We'll handle the paperwork, organize the details, and guide you through each decision at your pace. If you need a meal, help around the house, or someone to run errands—we're there for that too.

Because this work has never just been about finances for us. It's about taking care of the people who trust us, especially when they need it most.

If you're looking for a team who shows up—for all of it—we'd be honored to be part of your life.

03/20/2026

We believe in building smart plans for the future—and slowing down enough to enjoy mornings like this along the way. ☕️🚶‍♀️

On Fridays, we take time out of our busy morning to walk to coffee and enjoy time away from our desks. What does balance look like to you during the week?

03/13/2026

We've been receiving a lot of questions about Roth conversions lately, especially with recent tax law changes prompting many to revisit their long‑term strategy. Our latest article covers:

- Why Roth conversions may still be beneficial
- How today's tax landscape could affect your decision
- Key factors to consider before converting

If you'd like help walking through personalized scenarios to see what a conversion could look like for you, we're here to guide you.

crestviewwealthgroup.com

03/03/2026

A business owner told me last week:
"I make good money… so why don't I feel wealthy?"

Honestly? I hear this all the time.
And no, it doesn't mean you're bad with money or missing something obvious.

Usually it just means a few things aren't working together:
- No real tax strategy (AKA: giving the IRS a tip they didn't ask for)
- No clear cash‑flow system
- Business and personal finances living in two totally different universes

Once we tightened these up, everything finally made sense for them.
Their income didn't change—just the structure around it.
And that's the funny thing…
Wealth isn't about how much you make.
It's about how your money is organized.

If you're a business owner and you're tired of the "I make money but don't feel wealthy" confusion, shoot me a message.
Happy to help you make it click too.

02/20/2026

Teaching Money Skills at Any Age

A few points that really resonated with us:
✔️ Kids learn fastest through real-life examples and small responsibilities.
✔️ Teens benefit from hands-on budgeting and transparent money conversations.
✔️ Young adults need guidance with credit, savings habits, and long-term planning.
✔️ It's never "too early" or "too late" to build healthy money habits.

As leaders, parents, mentors, and community members, we have the opportunity to create a ripple effect—one financially confident person at a time.

We'd love to hear: How did you learn about money growing up? And what do you wish someone had taught you sooner?

crestviewwealthgroup.com

02/16/2026

We're Hiring: Client Service Associate at Crest View Wealth Group!

Crest View Wealth Group is growing, and we're looking for a proactive, detail oriented Client Service Associate to join our team here in Reno.
This role is perfect for someone who loves helping people, communicates clearly, and thrives in a collaborative, client first environment. You'll support our advisors, help create exceptional client experiences, and keep our operations running smoothly.

If you or someone you know might be a great fit, we'd love to connect!
Send us a message or reach out directly for more details.

Bachelor's degree preferred
1–3 years of experience
Warm, professional, and organized
Enjoys working with clients and supporting a team

Join a firm built on integrity, reliability, and genuine care for the people we serve.

02/10/2026

There's a part of financial planning that doesn't show up in charts, software, or projections.

It's knowing your clients as people.

Not just their account balances — but their families, their values, their worries, and the life they want to protect.

When my mom passed away a year and a half ago, I saw firsthand how much it matters to have someone who truly understands the personal side of your financial world. In moments like that, planning isn't about numbers. It's about clarity, compassion, and having someone in your corner who already knows what — and who — matters most to you.

That experience changed the way I work with clients.
Good planning is technical.
Great planning is personal.

Because when life happens — and it always does — the real value is having a plan built around the people you love, not just the assets you own.

If you want that kind of partnership, I'm here to help.