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HistoryWe were born and raised in Marin County, just outside San Francisco. We're long term residents of San Francisco with a special affinity for helping do-gooders build and protect their wealth. We started because we saw our community was great at spending and accumulating but not so confident in their investing. Our goal is for our clients to have a sustainable relationship with money so it lasts as long as they need it to and this includes legacy and intergenerational planning as well as retirement and planning for children's education.SpecialtiesOur business specializes in making our clients feel like superheroes. We provide a range of financial planning, wealth management & real estate services. We are a family office. We go above & beyond your expectations to protect & grow your best lifestyle. We can make your wealth management feel like something that brings you confidence no matter what others are saying in the markets, our experience & track record also speaks for itself. Our page here is new but we have many reviews on our site FinancialPlans.Info Scroll to the bottom of this page here & click

CR-Invest is a private investment firm based in San Francisco, focused on supporting small and medium-sized companies with high growth potential. Drawing from over 120 years of family business heritage, the firm emphasizes long-term improvement in its portfolio through strategic partnerships and hands-on operational support. With a commitment to integrity and excellence, CR-Invest seeks to enhance value for its stakeholders by providing tailored investment solutions and facilitating growth strategies for its partner companies. The firm prides itself on a reliable and efficient transaction process, treating all information with utmost confidentiality and respecting the unique culture of each business it engages with. Generated from the website