As a financial planner, Lizzie Dipp Metzger and the Crown Wealth Strategies team helps to manage the assets of numerous families and business owners in El Paso and across the nation. Our clients are entrepreneurs who have worked hard for their success, physicians who spend long hours taking care of patients, and families dedicated to creating meaningful legacies. We know that the life you’ve worked for is so much more than what’s in your bank account, and you need to trust that your wealth is in safe hands. When you work with an advisor, you want the assurance that your planning partner is using your means to support your goals, not their own.
As a CERTIFIED FINANCIAL PLANNER™, Lizzie and the Crown Wealth Strategies team promises to serve your best interest in our investment advisory services. Our focus is on you and helping you accomplish your goals.
We offer personal, hands-on service from our hometown of El Paso, Texas. When you trust the Crown Wealth Strategies team to help manage your financial affairs, you can rest assured that we have the experience, training and professionalism to do the job.
What does it mean to work with a Fiduciary?
When someone commits to act as a fiduciary, that person is legally and ethically obligated to put another’s interests ahead of his or her own. When providing investment advisory services, our investment advisers seek to serve your goals rather than their own. This means that the way a product or recommendation affects us is irrelevant; we only pursue what’s best for you according to the goals you’ve shared with us.
Fiduciaries leverage their knowledge, experience, and sound judgement to ensure the assets they’re responsible for are managed in a way that aligns with the client’s goals, desires, and best interest. So, whether you provide specific direction or not, a fiduciary will always look for strategies that benefit you and help safeguard your assets. In coordination with Eagle Strategies, we put your wellbeing and interests above our individual interests.
Working with a fiduciary also means that in certain circumstances, our strategic partners can offer you access to a variety of solutions and carriers based on your individual needs and objectives. You won’t be bound to the investment interest of one company; instead, our advisers will work closely with you to determine which solution fits you best.