Crowell Weedon & Co.

Founded in 1932, Crowell, Weedon & Co. is one of the leading independent money management firms on the West Coast. Employing a conservative, long-term approach to investing, the company offers personal services such as financial planning, customized retirement strategies, investment advice, securities brokerage, and access to stocks, bonds, mutual funds, annuities, and insurance. It also offers corporate financial services. Crowell, Weedon & Co. has approximately $8 billion in client assets under management and operates about a dozen offices in California.