Partnering with Croak
You didn’t become a big fishTO SWIM IN A BIG POND
Intentionally designed to deliver a thoughtful, boutique experience for you and your family. Our process gives you a clearer vision of your goals, and a true partner on the journey to get there.
Steps to Partnering with Us
Data & Discovery
The more we understand about your financial world, the more we can do with it. Our team investigates every detail to analyze, organize, and find opportunity wherever it lives.
Journey to Why
Structured family interviews help us understand the dynamics, decision patterns and psychology behind your wealth. Once we have a clear picture of your wealth, we propose the strategies & systems best aligned to meet your goals.
Representation & Ongoing Command
Your dedicated team represents your family’s interests across a range of financial situations, ensuring decisions are made quickly, confidently, and without distraction.
Who We Partner With
Our clients commonly have one of the following:
- $3M-10M+ in liquid net worth
- Multi-layered needs across investments, tax, and estate planning
- A major life event requiring strategic wealth repositioning, such as sudden windfall, inheritance, divorce, or business sale
- Financial complexities that require coordination across multiple generations or professional teams
- High-income that requires active allocation throughout the year
- Preference for white-glove service that keeps you informed but unburdened
Transparent Pricing
- Relationships start at $12,000/year plus 0.40% of assets we manage
- Additional services are offered based on the complexity of your situation
The ShowcaseREVIEW™
No obligation. No cost. No disruption.
We offer a confidential second opinion designed to showcase how we operate and reveal deeper insights into your wealth, all without your current advisors being notified. Once qualified, this discreet review includes a client-mandate session, our Capital Review™, and a clear summary of our findings. This allows you to understand our value and impact before making any commitment.
What’s included
Journey to Why
A deep dive into your financial dynamics, goals, and decision patterns.
Capital Review™
A full-picture analysis of your wealth across every dimension.
Clear Summary of Findings
A precise report of insights and recommended next steps.
We didn't set out to build the biggest firm—just the right one. Our clients come to us with wealth scattered across advisors and plans that never get executed.
Tim Croak, CEO & Founder
We see portfolios sitting idle while markets move around them and financial plans living in spreadsheets, disconnected from strategy. The responsibility for connecting it all falls on the client. We're changing that.