The best returns are more than financial

Value statement

I seek a long-term relationship with my clients, built on the foundation of mutual trust and respect. I advise my clients on how to achieve their financial goals by helping them create, preserve and transfer their wealth.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Take the next step

If your current life or financial situation has changed, or if you simply have a financial question, feel free contact me.

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more

Bulletin Board

Disclosures

FX Cretzmeyer is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, ME, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, PA, SC, SD, TX, UT, VA, WA, WI, WY.

Read additional advisor disclosures.