H. Crawford Gates, CLU, ChFC, CFP®

Crawford Gates is a Consultant with Sage Private Wealth Services and has 50 years of experience as a Financial Professional. 

Crawford has extensive experience in Wealth Transfer and Management with particular emphasis on the complex issues facing business owners. Crawford also enjoys supporting our practice with more advanced planning concepts in the areas of Business Succession Planning, Retirement Planning, Estate Planning Strategies, and Executive Compensation Benefits.

Crawford has a degree in Economics and has earned the professional designations of Chartered Life Underwriter, Chartered Financial Consultant, and CFP®.

A decorated Vietnam Veteran, he resides with his wife in Fort Worth and has been active in community service.

_{***Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.}