Strategic Partnership with Lizzie Metzger
For over 50 years, we’ve been helping clients conserve their wealth, create amazing charitable gifting opportunities, and transfer wealth through the generations by leveraging our own experience and providing access to valuable resources like The Nautilus Group® and other strategic partners. In keeping with our unrivaled standards of excellence, we are excited to announce our new partnership with Lizzie Dipp Metzger, CFP®, MSFS, AEP®, a member of The Nautilus Group® who specializes in estate conservation, philanthropic planning, and business continuation strategies.
Rest assured that Lloyd is not retiring— “I love what I do way too much for that,” he says. He is still here to serve clients like always, Lizzie will simply be an additional point of contact as they continue their financial journey with us. Please join us in welcoming Lizzie to the team! We look forward to introducing our clients to her at their next virtual or in-person meeting.
Meet Lizzie Metzger
Lizzie Dipp Metzger, CFP®, MSFS, AEP®
Lizzie’s firsthand experience on how disruptive business succession and estate planning can be, she saw the need for financial advisors to act as quarterbacks, truly overseeing the big picture of a client’s needs, not just the parts that they’re directly involved in. She founded Crown Wealth Strategies to be that kind of firm, and she credits her comprehensive, client-centric approach with the fact that her business has grown into one of the most sought-after advisory practices in the nation.
Education
- Bachelor of Arts, International Relations, Pomona College
- Masters of Science, Financial Services, The American College
Recognition
- NAIFA "Four Under Forty" Award
- New York Life 2018 Council President, Awarded once in a Lifetime to the Top Producer at New York Life
- MDRT since 2009, Top of Top of the Table since 2016
- NAIFA Quality Award Financial Advising since 2013
- NYL Long Term Care Award
How a Plan Comes Together
One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we’re privileged to serve.
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