ContacT US

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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 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


Brian Tel: 805-871-0040

Tom Tel: 805-871-0030

Corporate and Family Consulting

Many clients we work with have different needs than most investors. These clients include business owners, corporate executives, Angel and Venture Capital investors, entertainers and high net worth families. In addition to the financial planning we offer to each client we work with, we provide enhanced family and consulting to the most discerning clients who have complex financial situations and multi-generational wealth.

We will work with you and your other trusted advisors to evaluate outside business or investment opportunities, and provide you with the insights to make informed financial decisions.

In addition to providing guidance to your investment and business opportunities, we will work with you and your family members to educate them and prepare them for the future responsibilities they will one day inherit.