About Us
Mission Statement
Cruse Investments mission is to be the trusted advisor for all aspects of our clients’ financial lives. Our founding principles tell it all:
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Open and honest communications
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Responsible, professional service
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Unbiased financial advice
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Our clients’ interests always come first
As fully independent financial advisors, we are not restricted to any investment product or service and work exclusively for the benefit of our clients. As registered investment advisors, we have a legal fiduciary obligation to act in each client’s best interests. We care deeply about helping our investors achieve their goals and objectives and endeavor to provide them with the highest-quality service and guidance.
Your Guide.
We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy that is precisely your own.
Your Partner.
We will be a financial partner who shares your vision and works with you to discover all the possible strategies that can help address your financial goals.
Your Advocate.
We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.
Who We Are
John Cruse
Investment Advisor Representative
Cruse Investments was founded by John Cruse with one purpose—to take the mystery out of investing and simply our client’s financial lives. John works closely with clients using a consultative process to help them grow and protect their wealth and achieve their most important financial goals with cost-efficiency and reliability. Everyone has a unique set of goals and objectives. Some clients are looking for help with their retirement planning, others are simply searching for the best way to structure their investments. Cruse Investments tailors each investment plan to meet the unique needs of each of its clients.
What We Do
Cruse Investments is a financial planning and wealth management group based in Petaluma, California focused solely on helping our clients achieve their goals. Services we offer:
Financial Planning
We assist you with planning and preparing for retirement on an ongoing basis or an hourly basis.
Investment Management
We help you manage your money when you do not have the time, interest, or expertise to do so on your own.
Consulting
We provide a wide array of consulting services tailored to you that relate to your financial picture.