Our Story – Deep Roots, Clear Vision
As an attorney and Certified Financial Planner (CFP®), Lance has over 2 decades of experience in portfolio management, estate planning, oil and gas, agriculture and law. He established the firm to offer personalized guidance through life’s financial journeys. Just as the Canadian River has been a key resource for communities across generations, our mission is to provide unwavering support, clarity, and strategic direction to sustain and secure your financial future.
Why CRWM
Financial independence is a journey, not an event. At CRWM, we believe that holistic wealth management starts with understanding each client's financial objectives and lifestyle desires. That understanding forms the basis for our trusted, customized, and innovative solutions.
Holistic Financial Planning & Asset Management
At some firms, financial planning consists of having a client fill out a questionnaire and then feeding the answers into a software program, which then spits out superficial, generalized solutions. We don’t think that’s acceptable. We may start there, but we certainly don’t stop there because each of our clients is unique. We carefully tailor our solutions and processes to each client’s specific needs and goals.
And while we provide comprehensive financial planning, we recognize that receiving too much information and guidance at once can create overwhelm and paralysis—the exact opposite of what clients need.
That’s why we focus on identifying areas of greatest immediate need and prioritizing the delivery of solutions. Of course, we provide our clients with a comprehensive road map to help you achieve all of your goals. And we assist you as much or as little as you wish with the implementation of our recommendations.
Prudent Professionalism – Care, Skill, Caution
Before investing any funds, we carefully establish investment objectives and constraints based on our clients’ desires and objectives. We make certain that the investments we recommend are advantageous to the client.
In every facet of our business, we exercise professionalism and prudence.
Our Four Pillars
- Independence. As an independent firm, the work we perform for clients is untainted by any obligation or sense of loyalty to providers of financial investment products.
- Loyalty. Our duty is to our clients alone. We are not beholden to any investment or insurance company.
- Diligence. Every security or financial planning decision we make is based on our expertise, careful research using company reports, third-party research and other information, and results from our quantitative modeling. Our team engages in ongoing study and professional training to support our recommendations and investment decisions.
- Disclosure. At CRWM, we take every precaution to avoid conflicts or the appearance of conflicts. When conflicts cannot reasonably be avoided, we disclose them prominently and in plain language. We adhere to the strictest guidelines of effective disclosure.