Crescent Wealth Partners History
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.
Crescent Wealth Partners has always been about caring more about our clients as people, not a line item on a report. We take our name seriously. We “Partner” with our clients to ensure that they can sustain the lifestyle they desire while meeting the financial goals they have for themselves, their families and their retirement. From the first day we started working with Marty, she always said, “just take care of the clients and everything else will take care of itself.”
Since Marty started the family business in 1982 to today, we continue to care for our clients like family – and how we want our own wealth assets protected. Crescent Wealth Partners proudly serves clients in over 31 states with assets approaching 400 million…. and growing
Crescent Wealth Partners History of Client Care
In 1982 Marty Hillerich had the vision to start a wealth management practice in Toledo, Ohio while her husband Don served as a Lutheran Minister. She would eventually share that vision with her son Brent, and son-in-law Brian. When Don was called to serve as a pastor in Minnesota in 1983, Marty moved with her family and continued her wealth management practice in a new community. A third church pastoral calling for Don in 1988 brought the family and Marty’s business to their home in Sarasota Florida. Marty’s vision led Brent and Brian to leave their careers in corporate finance. In 2001 they joined Marty in serving clients in Sarasota. Both Brian and Brent share a passion for helping people with their financial wealth management.
Eventually, Marty retired from Crescent Wealth Partners in 2003. She and her husband, Don are still very active in their community. The practice is continuing to flourish under the leadership of Brent and Brian. They continue to share their experience in financial planning, educating and guiding individuals and families.
On September 24, 2019 Crescent Wealth Partners merged with NewDay Solutions. Brent and Brian have had a personal and business relationship with Kathleen Thomas (KT), the founder of NewDay Solutions for over 12 years. This merger brought two amazing teams together with the same passion for serving their clients. Brent and Brian have long standing roots in the northeast and look forward to spending considerable time in New England meeting the clients of NewDay and spending more time with their families in the area.
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