# Crockett Wealth Management

- **Website:** <https://crockettwealth.com>
- **Primary alias:** `crockettwealth.com`

## Description

Crockett Wealth Management, Inc. is a Utah-based wealth management firm serving clients nationwide. Founded by Sterling J. Crockett, the firm provides personalized, fiduciary guidance designed around each client’s goals rather than a one-size-fits-all portfolio. It works with pre-retirees and retirees, business owners, and high-income professionals seeking a coordinated approach to their financial lives.

Services include in-house portfolio management, retirement income planning, tax minimization strategies, and legacy and charitable giving planning. The firm manages portfolios directly, without outsourcing, and aims to provide close oversight and timely adjustments as clients’ circumstances and markets change. Its approach brings investments, tax considerations, and legacy goals together, with recommendations explained in terms of their objectives, reasoning, risks, costs, and alternatives.

Crockett Wealth Management emphasizes clear communication, personal accountability, transparency, and putting client interests first. Its process begins with a conversation and comprehensive financial review, followed by recommendations, implementation, and ongoing reviews and updates. Advisory and insurance services are offered through Crockett Wealth Management, Inc., an investment adviser in Utah.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/crockett-wealth-management-inc)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idZxghWcwW/w/325/h/83/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792838509565)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idZxghWcwW/w/200/h/200/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792838509887)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Blue Zodiac | #0f2544 | accent |
| Black | #000000 | dark |
| White | #ffffff | light |

## Fonts

- Montserrat — asset _(google)_
- Montserrat — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idZxghWcwW/w/400/h/200/idFvkgqdIi.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792838509700)

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_Source: <https://brandfetch.com/crockettwealth.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._