Crimson Wealth Management
Investment Excellence. Southern Hospitality.
Investment Excellence
Fairhope Hospitality
Crimson Wealth’s focus is investment excellence.
To accomplish this, we take a holistic approach to wealth management to ensure you both make more and keep more than you make by combining our expertise in investments, insurance, and tax strategies
In particular, our strategies work best for entrepreneurs and family offices – because we bring fresh ideas with our holistic approach. By starting with the big picture, we can leverage sophisticated tax and insurance strategies.
Solutions
Invest to Make Money – Not Avoid Losses
This is the most important point. We are investing to make money. There is a risk of loss, and if you cannot bear to take a loss (either financially or emotionally), you should not invest. However, in the long term, investing works out – and works out very well. Over the last 20 years, the S&P 500 (the standard measure of the US Large Cap market) has been up almost 10% annual. This means on a compounding basis, investors made over 6x their original investment in 20 years. Learn More
For entrepreneurs and family offices, we add value beyond investing excellence. Having run a family office, we have experience helping our clients create sophisticated vehicles to optimize after-tax returns. Learn More
Crimson Wealth partners with institutions to deliver sophisticated, bespoke solutions that provide investment excellence while sensitive to regulatory nuances. We have served as the outsourced CIO and created proprietary investment funds for our institutional clients. Learn More
Our Team
James Hickey
Managing Director
Shay Girard
Relationship Management
A firm built around one idea: investment excellence matters.
Crimson Wealth Management exists for investors who believe results – not just recipes – should drive portfolio decisions. While many Registered Investment Advisors (RIAs) center their value on a “diversified model portfolio,” we center ours on excellence in investing: original research, high-conviction positioning, disciplined risk management, and relentless accountability for outcomes over full cycles. Diversification is a tool, not the goal. The goal is to compound our clients’ capital prudently and well. Read More
Crimson Wealth Management Inc. was named Best Investment Advisory Firm – Alabama (2025) by Wealth & Finance International as part of its Investment Excellence Awards. The award was based on criteria determined by the awarding body for the 2025 period.
Crimson Wealth Management did not pay cash compensation for this award, though a licensing fee may be paid for use of the award logo. This award is not indicative of future performance.
