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Cronkhite Wealth Strategies

Cronkhite Wealth Strategies works with individuals and business owners who recognize the value of strategic holistic planning. As an advisor, one of our pivotal roles today is to provide certainty in an uncertain environment. We bring to the table a number of effective "tried and true" strategies that are just as useful in today's uncertain markets as they were a hundred years ago.

Cronkhite Wealth Services provides:

  • A system and a process to individuals and business owners helping them to take the costly guesswork out of insurance and wealth planning.
  • The “Living Balance Sheet®”, developed by Guardian Life Insurance Company of America. Gives you your very own personalized financial home page. This tool will help you get organized in a way you’ve never seen before.
  • A process that continually “stress test’s” products and strategies to help you identify and clearly see the impact of each financial decision made, and the effects of those decisions in the future.

At Cronkhite Wealth Strategies, our goal is to provide our clients with the tools that will simplify their financial world and keep them organized and educated on sound wealth planning programs and products.

The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2017 Guardian


Our Unique Process

Our unique process addresses current, future and long-term planning that will help you avoid serious financial setbacks.

Our Mission

Our mission is to create a safe, trusting and valuable environment so our clients can enjoy security and peace of mind in knowing that you are moving in the right direction.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

cronkhite wealth products

for individuals

  • Life Insurance
  • Disability
  • Long-Term Care *
  • Annuities/Investments/IRA's
  • Medicare **
  • Critical Illness
  • Estate Planning
  • Education/College Planning
  • Retirement Planning
  • Major Medical Insurance **
  • Voluntary Benefits

for employers

  • Group Health/Cafeteria Plans
  • Group Insurance
  • 401(k)/Retirement Plans
  • Business Planning & Insurance Programs

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