Crown Wealth Strategies Launches One-of-Kind Diversified Financial Center in El Paso
EL PASO, Texas (PRWEB) May 02, 2018 -- Crown Wealth Strategies, a national leader and full-service financial firm, is launching the new Crown Wealth Strategies Building, a cutting edge diversified financial center in El Paso for corporations, physicians, business owners and families. The 9,300-square-foot building, located in a premier real estate section in the city, will house Crown Wealth’s new national headquarters providing space for the firm’s exponential growth and comprehensive financial offerings.
Led by Crown Wealth Founder and President Lizzie Dipp Metzger CFP®, AEP®, the Crown Wealth Strategies Building will also offer its clients access to an array of professional services firms in one convenient location. Crown Wealth’s own expanded state-of-the-art, 4,000 square-foot headquarters is targeted to open on summer 2018. The new office deepens Crown Wealth’s employee/worksite benefits and business owner services, while further enhancing its award-winning estate and retirement, asset accumulation and risk management resources.
“Our vision at Crown Wealth is to provide the El Paso region with a central place to go for business owners, executives and families seeking nationally-recognized business acumen and individual attention,” said Dipp Metzger, who in only seven years has catapulted her firm to the top of industry lists. In 2017, she was named Council President by New York Life, first among 12,000 licensed New York Life agents, in recognition of Crown Wealth’s growth, client service, ethics and professionalism.
The new center also will house separate professional resources for independent third party professionals such as CPAs, attorneys, property and casualty insurance companies and other providers.
Fueling Client Success Across the Growth Continuum
Crucially, Crown Wealth’s deeper employee benefits and worksite offerings – from 401 (k) programs to disability, health and life insurance -- will help business owners, physicians and other professionals attract and retain talent so crucial in today’s competitive workforce.
“Crown Wealth will be positioned to support the early growth of physicians and business owners, and then provide the sophisticated estate planning and wealth strategies as their businesses grow,” Dipp Metzger adds. “We are proud to be able to serve a broader array of El Paso clients – from Millennials to Baby Boomers.”
As a business owner, Metzger is expert at strategies for structuring a business, succession planning and ushering in the next leadership team in ways that are financially prudent and fair to past and present owners.
“Crown Wealth Strategies seeks to help maximize and protect the value of our clients’ holdings over the course of a lifetime,” Dipp Metzger said. “Our personal approach and transparent technology enables us to bridge generations, demographics and business categories. “
Dipp Metzger is a Member Agent, The Nautilus Group®, a service of New York Life Insurance Company http://www.TheNautilusGroup.com; a Financial Adviser offering investment advisory services through Eagle Strategies; a Registered Investment Adviser; a Registered Representative offering securities through NYLIFE Securities LLC; a Member of FINRA/SIPC, and a Licensed Insurance Agency. Eagle Strategies and NYLIFE Securities are wholly owned subsidiaries of New York Life. She is a Certified Financial Planner (CFP®), and an AEP®. She holds a Group 1 Life & Health certification. Crown Wealth Strategies is not owned or operated by Eagle Strategies LLC or its affiliates.
Crown Wealth’s offices are formerly located at 4907 Crossroads Drive in El Paso, TX. But will be moving to new Crown Wealth Strategies Building within the next months. For more information please visit the Crown Wealth Strategies website at http://www.crownws.com
Paulette Acosta-Hayen, Crown Wealth Strategies, http://www.crownws.com, 915-613-5266, [email protected]
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