Crooked Tree Capital Advisors

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3280 Woods Way Unit 3
Petoskey, MI 49770
+1 (231) 348-2516
https://www.crookedtreecapital.com

Crooked Tree Capital Advisors, based in Petoskey, MI, is dedicated to providing comprehensive financial planning, wealth management, and fiduciary consulting services for individuals, families, and businesses. Established in 2012, the firm prides itself on building strong relationships grounded in honesty and integrity, catering to a diverse clientele that includes corporate executives, business owners, educators, clergy, and retirees seeking objective financial advice.

With a focus on personalized financial strategies, Crooked Tree offers an array of services including retirement planning, risk management, investment planning, and tax planning. Their consultative approach ensures that clients receive tailored solutions aimed at achieving their financial goals and securing long-term peace of mind.

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