Retire Stronger.
Tax Strategies | Investment Advisory Services | Retirement Planning
Our team of professionals take pride in everything that they do.
an exceptional experience working with us. We hope to meet you soon to help you on your financial journey.
Founder and Partner
Hello, I’m Bill Kearney. I think I was always destined to own a business. In 1994, when I was 15, I asked my Dad if he would buy season tickets to the...
Read More
John Foard, CFP®
Founder and Partner
John Foard is the Chief Compliance Officer and Founding Partner of Crown Private Wealth, LLC. Bringing more than 20 years of experience, John’s... Read More
Why Choose Us?
What makes choosing CPW for your financial needs different?
We are 100% focused on you
We are fiduciaries
We are holistic
We are fee transparent
We become your personal CFO
We deliver value and experience
Tax Strategies
As the old adage says, “It’s not about how much you make, it’s about how much you keep.” Crown Private Wealth, LLC will coordinate with your tax advisors to ensure the tax proficiency of your Family Financial Plan and to make certain that all elements of the Family Financial Plan work together in the most tax-efficient manner possible.
Investment Advisory Services
Crown Private Wealth, Inc. is a fee-based Investment Advisor. The team at CPW will partner with you to design, implement and regularly review a customized investment strategy that, subject to your risk tolerance, supports your goals.
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.