SFP WEALTH STRATEGIES TEAM
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.

Erb_Charles

Charles Erb

Financial Planning Coordinator

 

Included is his duties, Mr. Erb assists our advisors in developing  fee based planning by reviewing and curating client materials; modeling a variety of financial strategies for individuals, high net worth families, and businesses in order for the clients to have a full appreciation of how best to achieve their goals and objectives. To do so, Mr. Erb has developed a mastery of various planning software applications used in preparing tax-sensitive projections and  financial reports. Depending on the client engagement, these reports are positioned to provide guidance on either a comprehensive or singular client specific issue basis. He is the point person in the oversight of our fee accounting system. He is also active in assisting our advisors in the creation of materials designed to assist clients in understanding the comprehensive nature of the offering available under the SFP Wealth Strategies umbrella. As a member of a firm that embraces learning, change, process and technology, his role is central to growth of SFP Wealth Strategies and the firm as a whole.

Prior to joining our Wealth Strategies group, Mr. Erb spent seven years working in the real estate development business. A resident of Midtown, Mr. Erb enjoys spending time with friends and family, the outdoors, and is an avid movie goer.

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