Suncrest Strategic Advisors, Inc.

mission statement: to provide innovative solutions to preserve and increase our clients’ personal and business wealth in a highly professional and ethical manner. at suncrest strategic advisors, the sole focus of our practice is to assist business owners, highly paid executives, and high net worth families in accomplishing their most challenging financial and business objectives. tax reduction. wealth accumulation. asset protection. business continuation. executive compensation. employee retention. retirement planning. estate planning. these are all areas of our team’s expertise. we bring to the table access to some of the nation’s brightest and most respected legal and financial professionals, conveniently channeled through one firm. specifically, our team includes a tax attorney, estate planning attorneys, cpas, cfps, insurance professionals and business consultants. the expert advice and services rendered will help you build, protect and preserve what you have worked so hard to earn