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

How We WORK WITH YOU

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

1.

Develop your financial planning recommendations and present them to you

4.

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

2.

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

5.

Analyze your financial situation to uncover blind spots or opportunities

3.

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

6.

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.