Wealth Orchestrator
Bob Crosetto
Runs the plan day to day, so every specialist on a household's team is working to one document.
About Bob
Bob is a Wealth Orchestrator at Camas Advice: the single point of contact who coordinates a household's specialists and holds the relationship, so the plan designed by a Wealth Strategist is the plan that actually gets run.
That means one accountable person for execution: the CPA, the attorney, the insurance and investment work all report into the same plan, and the family stops managing professionals.
What Bob is most often brought in on
- Coordinating an established professional team
- Household financial planning coordination
Works with clients in
- Nationwide
Licensing and registrations are listed in full in the firm disclosures.
A conversation with Bob, at no cost
A conversation to work out whether coordinated planning would change anything for you, in both directions.
Book through the officeBob’s calendar opens through Camas Advice. Ask for Bob by name and the team puts the time on Bob’s calendar.