Since 1976, Croxall Capital Planning has been committed to providing the highest quality, personalized investment advisory and financial planning services to individuals and families. No matter if you are just getting started in your career or are looking to retire, we can help.
No two people are alike. Each client has a unique history that shapes their attitudes, goals, and concerns. Our mission is to help you plan for the future today so that you can have confidence for tomorrow.
If you are looking for a local financial planner in Santa Cruz County or Silicon Valley, then look no further. We also provide services to clients throughout California as well as other states. Croxall Capital Planning stands ready to assist with you financial planning, investing, and insurance needs.
Guided Wealth Portfolios ("GWP") is our new digital investment platform that combines the benefits of a personal financial advisor with sophisticated technology.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
We help clients plan for the possibility of disability, premature death, long term care, business continuity, and estate preservation.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.