ContacT US

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  

 

Brian Bucell and Tom McCann are Investment Advisor Representatives with Dynamic Wealth Advisors dba Crestview Capital Management.   All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.  The insurance products offered by Tom McCann and Brian Bucell are separate outside business activities and are not offered through Dynamic Wealth Advisors.

© 2019 Crestview Capital Management, LLC.

29800 Agoura Road | Suite 102

Agoura Hills, CA 91301

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Brian Tel: 805-871-0040

Tom Tel: 805-871-0030

brian@crestviewcm.com

tom@crestviewcm.com

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ABOUT US

Tom McCann and Brian Bucell are holistic Wealth Managers who help clients navigate their financial futures through objective, custom-tailored advice. As fiduciaries, they are obligated to act in their clients’ best interest at all times. Their commitment to clients is to provide a white glove-level of service that is understandable, actionable and transparent.

 

SErvices

FINANCIAL

PLANNING

CORPORATE & FAMILY

CONSULTING

ASSET

MANAGEMENT

INSURANCE

ESTATE & TAX

PLANNING

401K & 403(b) SOLUTIONS

Meet The Founders

BRIAN BUCELL

Brian specializes in helping individuals, families and business owners in the Utilities, Aerospace, Construction, and Health Insurance fields.

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TOM MCCANN

Tom specializes in working primarily with affluent families, private foundations and endowments, privately owned businesses, entertainers and attorneys.

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