We have a passion for helping our clients make the most important financial decisions of their lives.
Whether it is a House, Car or College, our clients receive guidance in all areas of their financial lives.
We are not a traditional broker that only focuses on investment management. We support you through the many stages of life.
Learn how CWP is different.
Grow, Protect and Manage Your Wealth
“Am I going to run out of money in retirement?” Not on our watch.
We offer a Comprehensive Wealth Plan to make sure you don’t lose the wealth you created.
TAX PLANNING STRATEGY
Our clients experience comprehensive tax strategies that often help them save money and improve their investment returns. We make sure you are prepared for current tax requirements.
Asset & Risk Management
Through comprehensive planning, our goal is to protect your assets. You will know the risks that would attempt to undermine the growth of your assets and hinder you reaching your goals.
We make sure your wealth is protected for you and your beneficiaries. We walk our clients through the process to ensure that your finances and assets are managed in the way that you determine.
Cash Flow & Debt Strategy
We offer comprehensive advice to help your assets grow. We have helped clients with everything from complex financial planning to determining a plan to eliminate debt.
We make sure you have a full lifestyle retirement plan. This means more than income goals, it’s about the different personal goals for you and your family.
We can manage your assets using cost conscious and quality driven investment solutions based upon data driven algorithms.
The Crescent Wealth Partners Process is a collaborative approach which develops customized solutions on your terms through 3 Phases:
- Review your financial reality
- Problems to be solved
- Opportunities to be seized
- Offer clarity of your financial reality
- Provide custom solutions to achieve your goals.
- What is the most efficient path?
- Quarterly reviews of goal achievement.
- Course corrections as life changes
- Access to experts through entire process
What Makes Us Unique?
We are in the trenches with you. You are not alone.
We have never viewed ourselves as just being in the portfolio management business.
We are in the wealth management business, treating our clients as an extension of our family!
Four Locations to Serve You
We serve families and businesses in over 31 states, we are proud of our over 35-year history of being a family practice that started in Toledo, Ohio and landed in Sarasota, Florida.