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


Our client relationships are the most important aspect of our business and developing them are lifelong and multi-generational commitments. We have found clients that have been with us for years have remained with us largely because of our disciplined approach to investing and high-touch client service model. At the heart of our service model are six steps of the Financial Planning process we follow:

Establish trust and define the client/advisor relationship


Develop your financial planning recommendations and present them to you


Collect the necessary information to understand your and your family’s long-term goals


Implement your recommendations after proper collaboration meetings and put things to work


Analyze your financial situation to uncover blind spots or opportunities


Review your goals and monitor investments to ensure we stay on track to achieving your financial independence


In addition to the Financial Planning process we follow, together we will have regular meetings in-person or via teleconference/Skype, and you will have access to a team of dedicated professionals when you need us.

Unlike large Wall Street brokerage firms or banks, we do not have an inventory of investment products to sell you. By working under the Fiduciary standard, it allows us to advise you and your family with your best interest in mind. And by having custodial relationships in place with Charles Schwab, Fidelity, TD Ameritrade and Raymond James, you can trust your assets are being safeguarded at one of the most reputable firms in the world. The custodians we partner with hold your securities and cash, provide real-time information about your accounts, and send you monthly statements.