Broker Check

Cronkhite Wealth Strategies


At Cronkhite Wealth Strategies, we believe that creating opportunities for successful investing is about more than creating efficient portfolios.  We believe in helping investors overcome the instinctive behaviors that can destroy long-term results and erode confidence in reaching their goals.  The strategies, training and education we provide are designed to empower investors to have breakthroughs in thinking and behavior with regard to money and investing.

Our unique approach is firmly grounded in Nobel Prize-winning academic investing principles.  The riddle of investing has already been solved.  At Cronkhite Wealth Strategies, our commitment is to give you the tools and coaching necessary to navigate the sometimes confusing and overwhelming process of investing and align your portfolios with your future.

Our Mission

To save families from gambling and speculating with their investments.  Having an unwavering commitment to education and coaching of the truth around money and investing.  

Fiduciary

We are committed to the Fiduciary Standard – in all circumstances we put the needs of our investors above all other considerations.

Our Values

Our values are steadfast… As a company, we live by a set of values that guides everything we do.  We stand for integrity and pledge to honor our word.  

cronkhite wealth products

for individuals

  • Investment Coaching
  • Estate Planning
  • All forms of Retirement Plans
  • Life Insurance
  • Disability
  • Long-Term Care 
  • Medicare 
  • Major Medical Insurance 

for employers

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

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