Crimson Wealth Management Group

Office Phone
724.717.6116
Mobile Phone
724.549.8384
Fax
724.717.6138
Email
doug.steve@lpl.com
  • 437 Philadelphia Street, Indiana PA, 15701

At Crimson Wealth Management, we understand the importance of building a strong foundation for you and your family. We will advise you through the financial complexities of your life with a customized plan that adjusts to you as your life and markets change. Our focus is on you. Start planning your future today.

Doug Steve
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Financial Freedom starts with Planning

At Crimson Wealth Management, we believe there’s a better approach to financial planning. Starting with your goals, we build investment, tax, insurance and estate planning strategies that work together to provide a holistic plan for you and your family. Achieving financial freedom starts with a goal. Our first priority is helping you take care of yourself and your family.

Our Services

Investment Ideas
For All Ages

Your investment strategy should grow with you throughout your life. It is never too early or too late to start investing. We will create a comprehensive plan tailored to pursue your goals, at every age.

Retirement
Planning

What does retirement look like to you? Crimson Wealth Management Group has the knowledge and experience needed to guide any retirement plans toward their strategic goals.

Estate Planning

Estate planning is key to protecting your legacy wealth. We will organize your assets and streamline the process, to effectively manage your affairs during your lifetime and after your death.

Wealth Transfer

Transferring wealth is more complex than you think. If done wrong, you may lose thousands of dollars due to a lack of planning. Let us help you develop a plan seeking to keep the money that is yours.

College Funding
Strategy & Management

Education expenses continue to rise. Without the proper plan in place, you face thousands of dollars in student debt. Start planning now to take care of your children’s future.

Financial
Planning

Your life is constantly changing and evolving, and so should your financial plan. We will develop a foundation that dynamically grows with you throughout life.

Life Insurance
& Long Term Care

We will help you determine the best plan when considering you and your family’s well being. A sound strategy will protect you and your family from the consequences of life.

Advising
& consultation

At Crimson Wealth Management Group, our wealth advisory process starts and ends with you. No matter what your goals are – we are here to walk you through the entire process.

Crimson Wealth Management Mission Statement

Crimson Wealth Management strives to treat each of our client’s like our own family. The service and recommendations you receive from us have one goal; to protect, nurture and build your financial future.