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Specialty Firm Plans Expansion with Dynasty’s Help

March 13, 2017

Crescent Wealth Management, a 15-year-old life-insurance consultancy in Atlanta, recently added investment advice to its toolkit through Dynasty Financial Partners, an infrastructure outsourcer to private-client RIAs.

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Insurance advisers’ RIA joins Dynasty amid outsourcing rivalry

March 13, 2017

An RIA recently launched by the two owners of an insurance agency has joined the Dynasty Financial Partners network.

Atlanta-based Crescent Wealth Advisory, founded by Tim Wyrobek and Jeff Taylor, becomes the 41st firm to join Dynasty's platform, which has over $20 billion of client assets, according to Dynasty.

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Crescent Wealth Advisory was launched by Tim Wyrobek and Jeff Taylor, the principals of Crescent Wealth Management

March 02, 2017

Crescent Wealth Advisory, a recently-launched asset and investment advisory firm, has joined Dynasty Financial Partners' advisor network as it looks to expand its US footprint, particularly in the Southeast.

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One of the Leading Southeast Life Insurance Consultancy Firms, Crescent Wealth Management, Launches Crescent Wealth Advisory in Partnership with Dynasty Financial Partners

March 01, 2017

Dynasty Financial Partners is pleased to announce that newly-formed Crescent Wealth Advisory has joined the Dynasty Network of Advisory firms. Crescent Wealth Advisory was launched by Tim Wyrobek and Jeff Taylor, the principals of Crescent Wealth Management, founded in 2003 and one of the leading life insurance consultancy firms targeting the high and ultra-high net worth client market. Both Crescent Wealth Management and Crescent Wealth Advisory are based in Atlanta.

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