Building Wealth. Protecting Legacies.

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Why Crown & Capital

Crown & Capital was built on the belief that every family deserves access to financial clarity, protection, and opportunity.

Our company represents more than money. It represents faith, leadership, empowerment, and legacy.

At Crown & Capital, we combine education, strategy, and purpose to help families make informed decisions that secure their futures. We exist to close the wealth gap, shift generational narratives, and guide individuals toward financial independence with confidence and dignity.

Here’s what sets us apart:

Purpose-Driven Financial Guidance

We believe wealth is both spiritual and practical. Our approach blends financial literacy with real-life application so families can make decisions rooted in wisdom, not fear.

Protection + Wealth Strategy in One Place

From income protection to retirement planning, we help you understand the full picture of your financial life so you can build long-term stability and generational wealth.

Education That Empowers, Not Overwhelms

We break down complex financial concepts into simple, actionable steps—so every family, at every level, can build a strong foundation.

Representation Matters

Crown & Capital exists to serve communities who deserve access, advocacy, and guidance from someone who understands their journey and fights for their legacy.

Leadership & Opportunity

We don’t just serve families—we build leaders. Whether you want to grow in the financial industry or create an additional stream of income, we offer mentorship, training, and a path to expansion.

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Founder’s Message

I’m Rashé Robertson, founder of Crown & Capital Advisory Group, where faith, financial literacy, and generational legacy meet. With a decade of experience in the financial industry, I’ve dedicated my career to helping families protect their income, build wealth with intention, and create futures rooted in security and purpose.

As a wife, mother, broker, and entrepreneur, I understand how essential financial confidence is—especially for families building legacies while balancing real-life responsibilities. My own journey has taught me that the right strategies don’t just change bank accounts; they change narratives, households, and futures.

I created Crown & Capital to represent more than financial services. It stands for empowerment, ownership, and leadership within our communities. Through education, personalized strategies, and industry mentorship, I help families understand their options, strengthen their financial foundations, and build long-term wealth through protection, retirement planning, and smart financial decisions.

Whether I’m guiding a family toward their first financial plan or developing new leaders within the industry, my mission remains the same:

To make wealth accessible, attainable, and sustainable—one family, one leader, and one legacy at a time.

Rashé Robertson | Wife, Mother, Broker, CFEI®

Building Wealth

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Protecting Legacies

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Empowering Families

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Elevating Futures

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Building Wealth · Protecting Legacies · Empowering Families · Elevating Futures ·

Our Services

  • Financial Planning & Guidance

    Personalized Financial Needs Analysis (FNA)

    Goal-Based Financial Planning

    Budgeting & Cash-Flow Strategies

    Debt Management Education

  • Income Protection & Family Security

    Life Insurance Solutions

    Income Replacement Strategies

    Family Protection Planning

    Legacy & Estate Planning Education

  • Investment & Wealth-Building Strategies

    Mutual Fund Investments

    Retirement Savings Strategies (IRAs, Roth IRAs, etc.)

    College Savings Plans

    Long-Term Wealth Accumulation Strategies

    (offered through PFS Investments Inc.)

  • Retirement Planning

    Retirement Income Strategies

    Social Security Education

    Employer Plan Rollovers (where appropriate)

  • Business & Professional Services

    Financial Education Workshops

    Employee Financial Wellness Presentations

    Leadership Development and Licensing Opportunities

    Agency Building & Professional Mentorship

  • Wellness + Wealth Integration

    Money Mindset + Confidence Coaching

    Holistic Guidance for Women, Moms & Growing Families

  • "Working with Rashé and her team has been a game-changer. Her personalized approach and genuine care for clients sets her apart."

    — David R., Entrepreneur

  • “Crown & Capital helped me understand how to protect my family’s future while also planning for retirement. The process was simple, clear, and empowering.”

    — Jasmine T., Client

  • “As a small business owner, I didn’t realize how much I needed financial protection and legacy planning. Working with Crown & Capital gave me peace of mind.”

    —Dallas L., Product Designer

  • “I joined the Crown & Capital team because I wanted a career with purpose. With mentorship and training, I’ve built confidence and a path to financial independence.”

    — Michelle A., Associate Broker

LET’S CHAT

Time to take the first step towards your dreams.

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