Creveling & Creveling Private Wealth Advisory
- Personal Financial Advisory
C&C specializes in helping Thailand's expatriate community and their families achieve their financial and life goals through the development of customized financial planning and investment strategies. We work in partnership with our clients helping them to make smart financial decisions, take control of their finances and ultimately achieve financial security.
Service is provided on a fee-only basis, which means we work solely in the best interest of our clients. There are no product pitches, commissions, hidden fees, complicated schemes, lock-in periods or other conflicts of interest. Clients work directly with the firm's principals receiving personalized attention, customized solutions and a superior level of service.
We are Chartered Financial Analysts (CFAs), certified by the CFP Board in the United States, and specialists in expatriate financial issues with over 25 years experience in securities analysis, corporate financial advisory and private wealth advisory. Our firm is licensed in Thailand and regulated by both the U.S. and Thai Security and Exchange Commissions.