Pat Crowley

Patrick Crowley, JD*, CLU®

Director of Wealth Strategies


As director of SFP Wealth Strategies, Mr. Crowley is a subject matter expert and resource to our advisors and clients on issues affecting families of varying wealth profiles. He is proficient in the business planning arena offering consultation in Exit & Succession Strategies for Business Owners, Recruiting, Retaining & Rewarding Executive Talent, and Risk Management. As to taxation, Mr. Crowley’s reach includes complex financial planning, estate & income tax planning, charitable and personal trust planning. Specific issues covered include strategies for equity-based compensation, asset protection, multi-generational wealth transfer, wealth replacement, leveraged gifting, and non-qualified deferred compensation. He is available to work with you and your advisor on either a fee or transactional basis.

*Not practicing on behalf of MML Investor Services, LLC or Strategic Financial Partners.

Charlie Erb

Charlie Erb

Wealth Strategies Planner