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Solutions

When faced with lifetime milestones and critical business decisions, our clients — and their advisors — turn to Crescent for insightful, objective and actionable advice.

Personalized Portfolio Management

Investment goals and risk profile assessment

Portfolio analysis and asset allocation

Investment products

Exchange-traded funds (ETFs)

Mutual funds

Equities

Annuities

Fixed income investments

Alternative investments

Separately managed accounts

Private Equity and Real Estate

Philanthropic Planning

Strategic Gifting Strategies

Directing Social Capital

Donor Advised Funds

Charitable Trusts

Legacy Planning

Estate Planning*

Estate Plan Design

Estate Tax Evaluation

Irrevocable Trusts

Living Trusts

Wealth Transfer

Family Gifting Strategies

Incapacity Planning

Family Limited Partnerships

*Crescent collaborates with attorneys, CPAs and other professional services providers helping them expand the range of services they can offer their clients. Crescent Wealth Advisory does not provide tax or legal advice. Please contact us to speak further about our collaboration with the service providers mentioned above.

Business & Entrepreneurial Support

Executive and corporate benefits packages

Group retirement plans

Business succession planning

Non-qualified deferred compensation

Key person insurance

401 (k) plans

Private finance and banking

OUR SERVICES FOR FINANCIAL PROFESSIONALS

Crescent collaborates with attorneys, CPAs and other professional services providers helping them expand the range of services they can offer their clients.

Level 1 Goal identification

Crescent

Conducts discovery process

Assesses risk

Creates your financial plan

Financial Planning Data

Level 2 Asset Allocation

Dynasty Investment Committee

Sets asset allocation

Makes tactical changes

Provides investor commentary

FOptimized Portfolios

Level 3 Portfolio Construcion

Institutional Partners

Conducts due diligence

Provides feedback and robust debate re asset allocation

Monitors portfolio on ongoing basis

Level 1

Goal identification

Financial Planning Data

Crescent

Conducts discovery process
Assesses risk
Creates your financial plan

Level 2

Asset Allocation

Optimized Portfolios

Dynasty Investment Committee

Sets asset allocation
Makes tactical changes
Provides investor commentary

Level 3

Portfolio
Construcion

Institutional Partners

Conducts due diligence
Provides feedback and robust debate re asset allocation
Monitors portfolio on ongoing basis