Crimson Wealth
Independent Financial Advisor and Wealth Management Firm in Fairhope, AL
Independent Financial Advisor and Wealth Management Firm in Fairhope, AL
Crimson Wealth’s focus is investment excellence.
To accomplish this, we take a holistic approach designed to help you grow your wealth and retain more of what you earn by leveraging our expertise in investments, tax, and insurance strategies.
In particular, our strategies work best for clients with over $1 million in investable assets, entrepreneurs, and family offices – because we bring fresh ideas with our holistic approach. That said, we understand that everyone’s financial journey is unique, and we’re still happy to meet with you to explore how we might be able to help. We believe in building long-term relationships.
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% annually. 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 Investment Leadership
James Hickey
Managing Director
Former Chief Investment Strategist at an $80 billion firm, family-office CIO, and hedge-fund portfolio manager.
MBA from the University of Pennsylvania, Wharton School
BA from Harvard University
CFA Charterholder
A firm built around one idea: investment excellence matters.
Crimson Wealth Management exists for clients who believe results – not just recipes – should drive portfolio decisions. While many financial advisors and investment firms 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 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 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.