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

The crestview Story

Planning for your and your family’s financial future is a lot like climbing a steep and rugged mountain. The crest represents both your retirement and financial independence, and the ascent represents the challenges you face to earn and save as much money as possible along the way. Reaching the crest takes time, careful planning, and can be tricky or even dangerous if you are not equipped with the right tools and strategies.

As you plan your journey, you may ask yourself several questions; what is the right path for me to take? Do I have enough supplies packed? What if I encounter inclement weather? Should I hire a professional to guide me? These are tough questions answer if you have never navigated this type of terrain before. 

The inspiration behind Crestview Capital Management comes from our principal beliefs of acting only in your best interest and making your success our number one priority. We are held to the Fiduciary Standard, have no hidden agendas, and are committed to providing you with objective and unbiased advice. By taking this approach, it allows us to be on the same side of the table, and to focus on servicing you.