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

ABOUT

US

Passionate About Helping Others

Crestview Capital Management is located in Agoura Hills, California and is a dba for Dynamic Wealth Advisors, a Registered Investment Advisor located in Phoenix, Arizona. Through an Alliance with Dynamic Wealth Advisors (Dynamic), Crestview Capital Management receives unparalleled service and support to operate our business and to deliver a first-class experience for Clients.

At Crestview Capital Management, we take a comprehensive and holistic approach to capital management by putting our client’s interest before our own. We work with individuals, families and businesses by helping them develop and protect their financial future – liberating them from the day to day burden of managing assets and their financial affairs. Our business is built on serving clients with thoughtful, objective financial solutions, and an ability and agility to execute on their behalf.

Our approach to working with clients is disciplined and means we can help you through all your life milestones, including transfer of wealth to next generations. With our coordinated solutions and guidance, you will have both the confidence and peace of mind that your wealth and plan is in the hands of capable, thoughtful stewards. We are committed to providing you with direct access to us, ongoing communication, and a white-glove level of service.