Billy Crafton

Wealth Management

As a Wealth Manager, Billy Crafton serves high net worth individuals including athletes, business owners, and multi-generational families.

Billy Crafton Wealth Management

Your home for elite solutions.

Financial Planning

We work with you, individually, to clearly outline both your personal & financial goals. From that starting point, we then plan for your retirement together by analyzing all aspects of your financial situation, creating a game plan to move you forward to success, so you can achieve each and every one of your goals. Then, with frequent reviews, we also ensure that you stay the course going forward, on your way to a very happy and successful retirement.

Financial Planning is an extremely important component to long term stability in life, and we’re here to help you see it through.

Estate Planning

Through each stage of life, we work with you to protect your estate for the decades and generations to come. We’ll help you navigate the process of succession planning, and we’ll create a rock solid plan perfectly in line with your financial goals.

From Estate Planning to multi-generational wealth transfer to trust management, you’re covered, and we’ll oversee the preparation of all estate documents, including trusts, wills, and even 529 plans and health directives.

And for starters, don’t miss this quick guide on how to avoid 7 crucial estate planning mistakes.

Investment Management

If you’re looking for elite investment management, we will place a laser-sharp focus on both creating & maintaining an open architecture platform for you. Experience a new level in peace of mind via our industry-leading third-party managers, encompassing a wide range of investment opportunities via a unique and disciplined investment process. We also operate our own proprietary venture capital and real estate funds as well.

If you’re brand new to Investment Management, check out this definition of Investment Management to get started.

Real Estate

Real Estate Management ranks as one of the most important aspects of your overall wealth management solution. We’ll keep you on course in all of your real estate dealings, including  contract negotiation, financing, and due diligence.

Private Equity

We give you direct access to equity opportunities for early stage, mature and non-publicly-traded companies via our incredibly diverse network. Proper, extensive due diligence leads to discovery of elite companies and funds that provide a perfect mix of investments, all focused on above average returns.

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Business Management

We take a unique approach to Business Management, offering concierge-esque  services focused on meeting all the needs of our clients.

Protect what you earn, for both the short-term and the long-term, with creative, proven solutions.

We’re here to provide custom-tailored solutions for each and every client, all designed to provide your business with the financial security to move forward, above and beyond.

To learn the basics, make sure you take a moment to read The Fundamentals of Business Management too.

”

It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better.

The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.

-- THEODORE ROOSEVELT

Billy Crafton
Wealth Management

Phone

(619) 795-2853

Email

Email us