Services

Wealth management services for complex financial lives.

Billy Crafton Wealth Management is designed around the planning and investment needs of affluent clients seeking experienced, private guidance.

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Private Client Profile

Experience

25+ years

Practice

Los Angeles

Client Focus

UHNW + athletes

Credentialing

Fully licensed

Core Services

The moving parts of wealth, organized into a clear planning structure.

Each service area is built to reduce noise, clarify priorities, and keep important financial decisions connected to a broader strategy.

Service 01

Wealth Planning

A coordinated plan for the major financial decisions in front of you and the ones likely to arrive next.

  • Goal organization
  • Cash-flow priorities
  • Balance-sheet review
  • Family and legacy considerations
Service 02

Investment Strategy

A disciplined investment conversation tied to goals, risk tolerance, time horizon, taxes, and liquidity.

  • Portfolio positioning
  • Risk review
  • Rebalancing discussions
  • Account structure considerations
Service 03

Retirement Planning

Planning for the shift from accumulation to income, with attention to timing, tax exposure, and confidence.

  • Retirement income planning
  • Distribution strategy
  • Social Security questions
  • Withdrawal coordination
Service 04

Risk Review

A practical look at the exposures that can interrupt a financial plan before it has time to work.

  • Insurance review
  • Emergency reserves
  • Concentration risk
  • Family protection planning
Service 05

Tax-Aware Coordination

Planning conversations designed to coordinate with qualified tax professionals, not replace tax advice.

  • Account location
  • Roth conversion discussion
  • Charitable planning context
  • CPA coordination
Service 06

Estate Planning Coordination

Organization around beneficiaries, legacy goals, and the professional team needed for estate documents.

  • Beneficiary review
  • Trust and estate coordination
  • Family communication planning
  • Attorney collaboration

Private Client Lens

Guidance shaped around privacy, coordination, and long-range perspective.

Lens 01

Discretion

Private guidance for clients who value a quiet, professional planning relationship.

Lens 02

Coordination

Connecting investment, retirement, tax-aware, risk, and legacy conversations into one clearer picture.

Lens 03

Liquidity

Planning around cash flow, timing, access, and the decisions that require flexibility.

Lens 04

Longevity

A long-range view that keeps decisions aligned as markets, priorities, and life circumstances change.

Common Questions

A few details before starting a conversation.

The best next step is a private message through the contact form so the conversation can begin with context.

01 Who is Billy Crafton?

Billy Crafton is a Los Angeles wealth manager with more than 25 years of experience, known for working primarily with ultra-high-net-worth clients and athletes.

02 What does Billy Crafton Wealth Management focus on?

Billy Crafton Wealth Management focuses on wealth planning, investment strategy, retirement planning, risk review, tax-aware coordination, and estate planning coordination.

03 Does this website provide individualized financial advice?

No. Website content is educational and should not be treated as individualized financial, investment, tax, or legal advice.