Stephen W. Holbert
Affiliate Partner / Crescent Birmingham

Steve Holbert joins Crescent Wealth Management as an affiliate partner with Crescent Birmingham. Before becoming affiliated with Crescent, Steve was the principal and founder of Harlan Partners, Inc. for 18 years, where he is an equity partner in Lion Street, based in Austin, Texas. He has been in the insurance and investment industry for over 38 years. The Crescent affiliation allows Steve to expand upon his connection to high-net-worth individuals, family offices, business owners and corporate clients with access to powerful financial solutions. Steve works closely with tax, legal and investment advisors to create custom designed life insurance portfolios and payment strategies to help families minimize the impact of estate and gift taxes. He also helps coordinate that portfolio into a multitude of wealth transfer strategies.