At Crescent Wealth Partners our clients are an extension of our family.
We are in the trenches with you in every season of life. You are not alone. You are family.
I got a call about six months ago from a client who has been with us for as long as I can remember. She is 88 years old and her dog of over 15 years passed away. I was scheduled to go see her at her home like I always do in a few days, and I said, you know what? I’m going to bring my dog Sadie with me to the meeting. And we showed up at her house and her reaction was just priceless. She was so appreciative that we took the time to think about her and the companionship that she had with Sadie while I was there. I don’t think we talked about her portfolio for more than five minutes. When Claudia, our Executive Assistant, now calls her for my meetings to go see her, she says, you can tell Brian he is no longer welcome in my home and unless his buddy Sadie is with him.
Our mission is to achieve your goals.
We provide holistic and comprehensive advice while meeting the needs of our clients. Crescent Wealth Partners is more than the portfolio management business. We look at our client’s goals and decide on a plan that is as individual as they are.
A well thought out financial plan can help you:
• Reduce taxes
• Plan for retirement
• Decide how to invest
• Assess your insurance needs
• Develop an individual strategy to help you attain your personal goals.
We want to design a financial plan that will consider your personal goals and give you peace of mind.
Become part of our family. Contact us to learn more about how we can help you. At Crescent Wealth Partners, it’s not always just about the numbers.