Innovative wealth management firm empowers advisors with ownership mentality and client-centric approach. DENVER , Sept. 19, 2024 /PRNewswire/ -- Crusonia Wealth Advisors, an independent Registered Investment Advisor (RIA), announced its official launch today.
The firm, which began operations in June 2024 , is supported by Michaud Capital Management LLC., a respected, independent, multi-billion financial advisory firm. Redefining Wealth Management Crusonia Wealth Advisors was founded by industry veterans Zach Pashel , Joseph Michaud , and Patrick Kanouff .
The firm's mission is democratizing access to premium investment guidance and wealth planning, traditionally reserved for ultra-high-net-worth individuals and families. "We're challenging the status quo in an industry saturated with one-size-fits-all solutions and advisors constrained by internal limitations," said Joe Michaud , co-founder and chief strategist of Crusonia Wealth Advisors. "Our model frees advisors from pushing proprietary products, allowing them to truly focus on each client's unique goals and circumstances.
" Empowering Advisors, Elevating Client Service Crusonia's innovative approach extends to its treatment of advisors. "We're cultivating an owner's mentality among our team," Zach Pashel , co-founder and managing director of Crusonia explained. "By enabling advisors to participate in the firm's overall growth, we align their interests with those of our clients and the company.
" Inspired by a self-propagat.