Crescent Capital Management is an independent wealth management firm dedicatedto providing an exceptional client experience. Our focus is on delivering objective advice, which uniquelypositions us to act as our clients’ trusted advisors, directing them in life’s most important financialdecisions.
Prospective clients may have the following questions:
At Crescent Capital Management, we understand these challenges and can propose targeted solutions to the issues thatmatter most to you. Our value lies in our ability to organize and simplify your wealth, create scenariosfor pursuing your goals, plan for unpredictable events, and communicate proactively.
Our QualificationsCrescent Capital Management offers clients an impressive depth of expertise in investment planning,insurance, and estate planning. Our advisors hold a variety of professional designations and are wellversed in a number of financial disciplines. Our combination of education and experience position us tooffer broad-based financial advice we we believe our clients can trust.
Our ApproachToday’s market complexity and volatility demand specialized attention and a holistic approach to wealthmanagement. At Crescent Capital Management, we believe an efficient and successful way to meetthis demand is by employing an ensemble practice methodology.Collectively, our advisors possess an impressive range of specialties, expertise and decades ofexperience in the industry. By utilizing a team-based approach, your advisor is able to supplement theirindividual knowledge and experience with additional resources when needed, to help ensure all facetsof your wealth management needs are being met. This, in concert with our experienced staff, promotesan exceptional client experience from day one.A team approach to wealth management helps to ensure you receive truly comprehensive advice andsolutions for your unique objectives.