We most commonly work with:
PLANNING FOR
RETIREMENT
AGE: 50s-60s
ASSETS: $5M+
Retirement is one of the most significant transitions in life, with a major shift in how you think about your finances.
Our approach to planning involves:
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Setting up monthly spend amounts to make your assets last
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Social security + pension incorporation
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Creating income streams with your existing resources
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LEGACY
PLANNING
AGE: 60s+
ASSETS: up to $30M
This stage of life can bring an appreciation of what you’ve built, and a desire to see your family benefit from your hard work.
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Estate planning document development
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Funding your family trust
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Making sure inheritance passes tax-efficently
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LARGE PORTFOLIO TAXES
AGE: 30s+
ASSETS: $3M+
As wealth accumulates, accessing it can become a challenge.
We can help with:
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Diversifying concentrated positions
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Multi-year tax planning
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Tax-loss or intelligent gain harvesting
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All of our clients tend to be eager for financial progress, open communicators, and take advice to heart.
Our guiding principles:
Simplify (where possible)
For most people, there are a lot of accounts in a lot of places.
We work to bring things together and craft a beautiful simplicity in your financial life.
A Long-term Resource
Financial situations arise, change, and shift many times over in a lifetime.
An advisory relationship at CRAFTED Wealth is founded on dependability that supports your family through different eras.
Quality and Care
There is a craft and art to financial planning. While it may seem like just numbers, for us it is as much about using creative thinking and building strong foundations that withstand detours and sharp turns ahead.
Quality is paramount to a lasting financial plan.
We've supported clients who work at:
We're proud of the many families who have trusted us over the years.
We approach our team, and our clients, like a family.
Meet our advisors, based in Minneapolis and Miami.
Gabe
the founder
CERTIFIED FINANCIAL PLANNER
There aren’t many financial planners who would use the words “beautiful” and “financial plan” in the same sentence.
Talk to Gabe about it, though, and you might start to think that way too.
FROM A YOUNG AGE, money conversations were a part of Gabe's world. Before he could drive a car, he opened his first brokerage account – the only kid he knew who was learning about risk while assembling legos. He came to understand budgeting and the power of financial literacy, and moved himself to Los Angeles to start his adult life.
Gabe paid his dues at a major financial firm, discovering first-hand what transactional, impersonal financial planning was like (and knowing that was not for him). The idea for CRAFTED Wealth was thus born in a humble home in Venice, California – bringing care, quality, and beauty, to financial planning to make a real and lasting impact on clients’ lives (and our community).
The only other thing that captivates Gabe as much as finance (and his family), is cars. A poster of a 1990s Porsche 911 GT2 inspired him growing up, and he’s since built, rebuilt, and repaired a number of cars (ask him about it!). Gabe has found real community in the automotive space, and is always seeking the next great rally, and the next special project.
The real reason he likes cars, though?
You’re never done. You can build it with your own hands, and then go test it.
There’s a beauty to this idea, and if you become a Crafted client, you’ll start to understand exactly what that means.
LEGACY PLANNING
Paving a smooth path for the next generation.
Considering what to do with your estate can bring up many complex questions, and important tax considerations.
We bring a combination of deep experience and patient listening, to guide you through:
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Life insurance and annuity matters
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Navigating and minimizing taxes
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Making the best choice for your loved ones
Quality financial planning starts with fee-only.
We’re fiduciaries – we put your interests above all else.
You only pay us for advice. We receive no commissions or incentives.
Proud Member of:
Tatiana
the resident
CERTIFIED FINANCIAL PLANNER
No one knows what being a CRAFTED Wealth client is like more than Tatiana – because she was one before she joined the team, and experiencing planning moved her to make a big change.
ORIGINALLY FROM BUENOS AIRES, Tatiana grew up during a devastating Argentinian economic crisis that saw her family immigrate to the US, seeking stability and a better life. This experience left an imprint, one that taught her about the ever-present possibility of economic upheaval, and conversely the supreme power of financial security.
She made a career in television, working first as a producer and then reaching executive positions at Hulu, Discovery, and Warner Bros. She soon was managing teams across the globe and sourcing international programming for mainstream TV (ask her about it!). As she kept climbing the corporate ladder, the work pulled her away from the lifestyle and impact she wanted to have, and financial questions started to mount as she pondered a transition.
An experience working with Gabe as a client helped her and her husband to have more healthy conversations around money, and to become a team instead of individuals. They started to reach financial goals faster, spend smarter, and developed a feeling of security that serves as a foundation for their family today.
Witnessing this impact was the signal she needed – she joined CRAFTED Wealth and got her CFP to further the mission and help other couples and families to achieve similar outcomes.
Our most popular experience.
Includes:
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2–4 Annual meetings / check-in’s
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CW Investment Service
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Regular advisory access (phone, text, email, video)
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Ongoing plan development
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Coordination with other
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professionals
For select situations.
Includes:
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Customized recommendation plan
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Advisory access during our engagement
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Option for additional hourly-based support
Our Fees
Transparency is an important part of building a relationship. We share our fees openly, and feel confident in the quality and value of our work.
Fees are based on net worth and complexity, and are quoted in advance of any engagement.
LEGACY PLANNING
Paving a smooth path for the next generation.
Considering what to do with your estate can bring up many complex questions, and important tax considerations.
We bring a combination of deep experience and patient listening, to guide you through:
-
Life insurance and annuity matters
-
Navigating and minimizing taxes
-
Making the best choice for your loved ones
Building a lasting financial foundation.
While life will change in ways we can't predict, a well-crafted plan can provide shelter (and options).
