Crown Haven Wealth Advisors

Thank you for taking the time to share your positive experience with Crown Haven. We're thrilled to hear that our team's knowledge and professionalism have made your experience a great one. It's been our pleasure working with you!

Dear Mr. Andrews, Thank you for your feedback. We sincerely apologize for falling short of the communication standards you expected and deserved after entrusting us with your business. Please know that we genuinely value you as a client and are committed to making this right. We are taking immediate steps to address your specific issue. We are keen to restore your confidence in our services and greatly appreciate you taking the time to talk with our Advisor in order to develop a solution that meets your needs. Your satisfaction and trust in Crown Haven Wealth Advisors remain our utmost priority.

Gregory, we're truly grateful for your generous review and for choosing us. If there's anything more we can assist you with, please don't hesitate to reach out.

Rick, We're genuinely sorry to hear that your experience with us has not been what you expected. We want to assure you that our team wants to fully understand your concerns and that it is extremely important to us that we resolve any issues you have faced. Your trust in us is paramount, and we're committed to making things right. Please let us know a convenient time for you to talk, or how best we can support you moving forward. We're here to help in any way we can!

We're extremely sorry that this was your experience, Gary. The reason we call our first visit a relationship visit is because it is our intention to build a relationship with you based on trust and shared values. The purpose of this visit is for us to understand exactly who you are, and exactly what you are trying to accomplish, as well as to inform you of who we are, why we care, our qualifications, our fiduciary obligation to you, and the planning process that we use to collaboratively work together for your desired outcome. We believe that a relationship is not one-sided, and we have found over a decade of working with families in multiple states across the country that most, if not all, people appreciate understanding who it is they are talking to prior to divulging personal information about their own financial situation. We simply hadn’t finished sharing who we were yet.Our clients would tell you that taking the time to truly understand us and the value we offer is just as important as us understanding them - because if we are both on the same page, it allows us to work together to help you reach your goals. To be frank, this seems like a sequence of information problem. Some clients prefer we educate them on who we are first while other clients want to start with themselves. If we failed in understanding how you wanted the relationship visit to be structured, then we take full accountability for that. We invite you to reach back out to us, as we are more than happy to discuss your goals and desired outcomes. We can assure you that our process with all of our clients hinges on what the client is trying to accomplish from a lifestyle perspective - if we don't understand our clients, then we don't know how to begin to build the plan in the first place. We will be reaching out to reach out to resolve this misunderstanding, and hope we can reconnect. The Team @ Crown Haven