About Creveling & Creveling
We are a private wealth advisory firm specializing in helping expatriates living in Thailand and throughout Southeast Asia build and preserve their wealth. Through our unique, integrated consulting approach, we help our clients cut through the financial intricacies of expat life, make better decisions with their money, and take the steps necessary to provide for a more secure future.
All clients work with the firm’s principals, Chad and Peggy Creveling, receiving personalized attention, customized solutions, and a first-class level of service. We do not employ junior-level associates or delegate work outside of the firm. When you work with Creveling & Creveling, you are treated with the level of service typically only found at family offices or private banks.
We have spent more than 20 years living as expatriates and working in the securities analysis, corporate financial advisory, and wealth advisory fields. This experience has given us a deep understanding of U.S., offshore, and Thai financial markets, products, and regulations. In addition, as Chartered Financial Analysts (CFAs), we are well positioned to deliver global solutions to our globally minded clients.
Our services are provided on a fee-only basis. We do not receive compensation from third parties or from the sale of products, which reduces the potential for conflicts of interest regarding our advice. Because we have no commissions, complicated schemes, surrender fees, or lock-in periods, we’re able to work solely in your best interest.
Creveling & Creveling maintains institutional relationships with first-class custodians in the United States and offshore markets, providing us access to the considerable resources of various global institutions in serving you. In addition, we are backed by the extensive research resources of Morningstar.
The principals of Creveling & Creveling are members of the CFA Institute, the Financial Planners Association and NAPFA. The firm maintains relationships with tax, insurance, and estate planning specialists. Our extensive professional network provides the scope of services typically only found at a global institution, but delivered with the personal touch and attention of a boutique establishment.
Creveling & Creveling is a U.S. Registered Investment Adviser (RIA) located in Thailand. We have voluntarily submitted to regulation by the U.S. Securities and Exchange Commission (SEC) in order to ensure you receive the highest level of care and fiduciary responsibility. We are also the first foreign investment advisor to be licensed by the Thai Ministry of Finance and regulated by the Thai SEC. As fiduciaries, we have the legal obligation to work in your best interest.
For more information about our firm, please see the following advisor profiles:
From West Point to Points East - Morningstar Advisor Magazine
Creveling & Creveling: In the danger zone - International Adviser