Imagine.
Plan.
Retire.
How we help
Tax-Focused Investment
Management
We deliver personalized investment management aligned with your unique goals, combining a disciplined strategy, thoughtful risk management, and transparent, objective advice to support your long-term success.
Comprehensive Financial
Planning
We create personalized financial plans for individuals and families seeking clarity, structure, and confidence in identifying, prioritizing, and successfully pursuing their short- and long-term financial goals.
Generational
Wealth Transfers
We help create and implement strategies to ease the transition of assets across generations, reduce tax and emotional burdens, and help ensure your family’s wealth and values are preserved for the long term.
Who we serve
Busy entreprenurs
We know firsthand the demands of running a small business. As fellow owner-operators, we meet you where you are—on your schedule and on your terms—to build a financial plan tailored to your goals.
Retirement ready
Approaching or already in retirement? We’ll help you take charge of the most important pieces of your financial picture—cash flow, tax planning, Social Security strategies, and estate planning—helping you feel secure in your next chapter.
Transitioning families
We’re entering the largest transfer of wealth in human history—and without thoughtful planning, the wrong financial decisions can jeopardize a family’s legacy. We partner with families of all sizes to help ensure their wealth is preserved, protected, and passed on with purpose.
Our Process
Our Planning Framework
1. Mutual Discovery
This is where it all begins. We get to know each other—your goals, values, and what’s important to you—and you learn how we work, what we offer, and whether we’re a good fit. It’s a conversation, not a commitment.
2. Deep Dive & Data Gathering
If we decide to move forward, we’ll ask for key financial documents (like tax returns and investment statements) and explore the qualitative side of your life—what gives you purpose, what you want retirement to look like, and what keeps you up at night. This gives us the full picture.
3. Planning & Recommendations
With a clear view of your situation, we analyze where you are, where you want to go, and how best to get there. We develop tailored strategies and walk through our recommendations with you in plain language.
4. Strategy in Motion
We don’t just hand you a plan—we help you carry it out and stay with you every step of the way. Some areas like tax strategy, estate planning, or risk reviews come into focus at specific times of the year, but we keep an eye on everything year-round. Through regular check-ins, timely updates, and ongoing collaboration, we make sure your plan stays aligned with your life, your goals, and the world around you.
About us
At our core, we believe investment management is more than just numbers—it’s about understanding your vision and aligning our expertise with your aspirations. As partners in your financial journey, we take a personalized approach to wealth management, ensuring that every strategy is tailored to your unique goals. Whether you're growing or selling a business, securing your family's future, or navagating the complexities of retirement, your success is our mission. With a commitment to trust, transparency, and a focus on long-term planning, we navigate the complexities of investing so you can focus on what truly matters.
Rick A. Crawford II, CIPM
A North Florida native, Rick grew up on Amelia Island in an entrepreneurial family—both his father and grandfather built successful HVAC businesses. He earned his finance degree from the University of North Florida, where he met his wife, Vida. They now have three children.
Rick began his career in investment research at Stansberry Research, developing a contrarian investment approach and exploring quantitative strategies. He later worked at Merrill Lynch and helped scale Black Diamond Performance Reporting from startup to a $73M acquisition.
He holds the CIPM designation from the CFA Institute and a Series 65 license. Outside of work, Rick enjoys surfing and coaching baseball.
Nelson W. Greene, CFP®
Nelson Greene grew up in DeLand, Florida, and moved to Jacksonville in the early 2000s to attend the University of North Florida, where he earned both his bachelor’s and master’s degrees. Jacksonville has been home ever since. Nelson’s career spans banking, institutional wealth management, and private wealth, with a focus on financial technology, tax strategy, and long-term planning.
Today, he’s a co-owner of Highline Private Wealth, helping clients design personalized, tax-efficient plans that reflect their goals and values.He’s a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and holds a Series 65 license.
Outside of work, Nelson enjoys boating, winter sports, and spending time with his wife, Brittani, and daughter, Scout.
Contact us
We know what you’re thinking: 'Will anyone actually see this?' The answer is yes—we check every message and usually reply the same day.
