At Crown Wealth, financial planning isn't just what we do — it's who we are.

Founded by Gerald and Surike, our journey in the financial industry began over nine years ago. After years of working at a large institution, we made a pivotal decision in 2018: to step into the independent space and build a practice where client needs come first — always.

 

Since then, we have proudly served individuals, families, and businesses as fully independent brokers, free to offer solutions that are truly tailored, not tied to any one provider. Along the way, we've been honored to earn multiple awards from leading insurance companies, and most recently, we achieved a Top 50 national ranking — a reflection of the trust and success shared with our incredible clients.

 

But awards have never been our goal.

Our mission is simple: to understand your life, your dreams, and your challenges — and to help you plan, protect, and prosper every step of the way. Through clear advice, personal attention, and a partnership built on trust, we strive to make financial planning feel empowering, not overwhelming.

 

At Crown Wealth, you're not just a number. You're the reason we do what we do.

We’re here to walk the journey with you — for today, for tomorrow, for life.