Crown Haven Wealth Management

Crown Haven Wealth Management is a wealth management firm based in Carmel, Indiana, that primarily helps individuals by recommending and connecting them with independent third-party investment advisers to manage their portfolios. Crown Haven does not manage client assets directly or exercise direct trading authority over accounts. Instead, the firm helps match clients with appropriate portfolio managers based on their financial goals and risk tolerance, and periodically monitors the third-party manager's performance. Additionally, Crown Haven is affiliated with an insurance agency through common ownership, allowing its team members to offer various insurance products, such as fixed annuities, for commission-based compensation. The firm emphasizes that clients are under no obligation to use specific third-party managers or purchase insurance products through its affiliates.