Get ready to take control of your finances

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way.


As your Assante Advisor, together I will help you define and prioritize your goals.



Our Services

Financial Planning


Estate Planning

Retirement may seem a long way off, but it’s never too soon to begin saving. Let us talk you through the available options.


A well-organized estate is one of the most thoughtful gifts you can leave your family.


Pension Transfers


Education Planning

Transferring your pension can be complicated. Smart planning leaves more money in your pocket.


College gets more expensive every year. We’ll help you plan and save for your children’s future.




“We can’t say enough about Crystal, whether it’s regarding her expert financial advice or her kind and confident personality.”


– Larry and Sandy



Crystal Rooks

Crystal Rooks

Financial Planner

I am a licensed Financial Planner with over 20 years' experience in the financial services industry. My experience includes creating detailed financial plans for clients, which includes helping families, incorporated professionals and business owners work through planning decisions; evaluating and prioritizing their goals and ensuring that their finances are on track to meet those goals. I help with investment recommendations and evaluating credit risk, estate planning,  pension transfers, and investment management. 

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