WHAT WE DO—our services

To provide the highest level of service possible with the greatest efficiency. To be well prepared and focused on the unforeseen challenges now and in the future.

THE CRESCENT

PROCESS

A collaborative and education approach to develop customized solutions on your terms through 3 Phases:

  1. Assessment
  2. Analysis
  3. Ongoing Implementation
LET'S TALK

PHASE 01.
Discovering “Why”

  • What are the problems?
  • What are the opportunities?

PHASE 02.
affirming “Why”

  • Expectation and outcomes
  • Solutions: Aligning “Why”
  • What is the most efficient path?

PHASE 03:
protecting “Why”

  • Protecting plan
  • Course corrections

OUR ASSET performance management principles 

1982: Marty Hillerich

Marty Hillerich (Brent’s mom, Brian’s mother-in-law) started a wealth management practice in Toledo, Ohio while her husband Don served as a Lutheran Minister.

1983: minneapolis

Don was called to serve as pastor in Minneapolis, so Marty started her wealth management practice again.

COMPREHENSIVE ADVICE

We have helped clients over the years with everything from complex financial planning decisions and wealth management solutions to buying a car.

ASSET MANAGEMENT

Cost conscious and quality driven investment solutions based upon data driven algorithms.

COMPREHENSIVE PLANNING

Three phase approach: Discovering, Affirming, and Protecting.

holistic view

Our independence eliminates the conflicts of interests commonly found in the personal finance industry where the bottom line is more important than your best interests.

FAMILY FIRST

We are passionate about providing holistic and comprehensive advice and treating our clients like an extension of our family.

CONSTANT ASSET REVIEW

A collaborative and education approach to develop customized solutions on your terms.

 5674 Marquesas Circle
Sarasota, Florida 34233

CRESCENT DIVISIONS

Financial Advice is offered through Mid Atlantic Financial Management, Inc. (MAFM) a Registered Investment Advisor. Crescent Wealth Partners is not a registered entity or a subsidiary or control affiliate of MAFM.