Capital Advisors, Ltd. Names Nathan Creviston to Join Its Team as Wealth Management Analyst
Capital Advisors, Ltd. Names Nathan Creviston to Join its Team as Wealth Management Analyst
Wednesday, August 29, 2018
August 13, 2018 – Shaker Heights, OH – Capital Advisors, Ltd., a prominent wealth management firm, announced the addition of Nathan Creviston, CFP®, ChFC®, RICP® to its team as Wealth Management Analyst. In his new role, Creviston will focus on comprehensive client case management and communication, analyzing, monitoring, and making portfolio recommendations, providing financial planning analysis and support, as well as serve as a member of the Investment Policy Committee.
Creviston comes to Capital Advisors from Weeks Financial in Cincinnati where he worked as an Associate Wealth Management Advisor, collaborating internally and externally with clients to cohesively construct and deliver their financial plans.
“Whenever we look to hire a new member of our team, our number one priority is a good fit with our culture,” said Managing Director Neil Waxman. “Right from the start, it was clear that Nate not only has the depth, expertise, and required personal proficiency, but that he is deeply committed to continuing to hone these skills. He is extremely knowledgeable in the many facets of wealth management, with a strong ability to analyze and make sense of trends, but also truly collaborates and listens to client needs and concerns. We have no doubt Nate will help to advance our mission of comprehensive, objective, solutions-oriented wealth management and financial planning.”
“In deciding to make this move, I looked at a number of firms,” said Nathan Creviston, “but my primary deciding factor was to find a company that is truly interested in understanding the unique needs of each client and investing their wealth to align with their goals. I’m excited to be joining a team that is committed to developing and implementing comprehensive wealth management strategies to meet clients’ needs. With Capital Advisors, I feel confident that I have found a home in a company that shares my values of forward-thinking planning and serves the interests of individual clients.”
For more information visit: http://www.capitaladvisorsltd.com
About Capital Advisors Ltd.
Since 1991 Capital Advisors, Ltd. has been dedicated to the Financial Planning Process: helping successful, business owners and individuals achieve perspective, vision and discipline while reaching consensus amongst their other advisors. The result is a fully integrated and comprehensive look at a client’s financial affairs, well-defined objectives, and mutually agreed upon plans increasing the probability of successful outcomes. Capital Advisors’ proprietary, customized financial pro forma, CFM Horizon™ - Financial Road Map gives clients a top down view of their financial affairs. Capital Advisors, Ltd. falls into the industry classification of Elite Ensemble Practice, and its firm members have over 230 years of cumulative experience. For more information, visit http://www.capitaladvisorsltd.com.
Advisory Services offered through Capital Advisors, Ltd., LLC, Capital Analysts, or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA / SIPC. Capital Advisors, Ltd., LLC and the above named firms are independent and non-affiliated.
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About the Writers
Zachary Abrams
Manager, Wealth Management & Portfolio Analysis
CFP®
Nathan Creviston
Manager, Wealth Management and Portfolio Analysis
CFP®, ChFC®, RICP®
Rob Holub
Chief Investment Strategist
CFA, CFP®
CONTACT US
Please Note: Limitations. Different types of investments involve varying degrees of risk and volatility. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including this Strategy), will be profitable, equal any specific performance level(s), be suitable for your portfolio or individual situation, or prove successful. At any specific point in time, or over any specific time-period, any investment or investment strategy can and will suffer losses, at times substantial losses. It should not be assumed that stocks with higher dividend growth will outperform those with lesser or no dividend growth.
It should not be assumed that stocks with higher dividend growth will outperform those with lesser or no dividend growth. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Capital Advisors is engaged, or continues to be engaged, to provide investment advisory services. Capital Advisors is not a certified public accounting firm, and no portion of its services should be construed as accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advisory services from Capital Advisors. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees is available upon request or at www.capitaladvisorsltd.com.
Aggregated Portfolio Data as of 12-19-2023.
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Capital Advisors, Ltd., 20600 Chagrin Boulevard 1115 Tower East Shaker Heights, Ohio 44122
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