Client Focussed: We have a passion for helping our clients make the most important financial decisions of their lives. At Crescent Wealth Partners, we’re not a traditional broker, nor do we only focus on investment management. We offer guidance in all areas of your financial life to ensure you make informed choices that align with your long-term goals. ?? Serving clients from our Sarasota, Florida, and Exeter, New Hampshire offices. ?? Let’s start planning your future today. Call us at 941 923 3663 or visit https://lnkd.in/e7Hxc_V #FinancialGuidance #LifePlanning #CrescentWealthPartners
Crescent Wealth Partners
金融服务
Sarasota，Florida 554 位关注者
We are not a traditional broker, nor do we only focus on investment management. Our clients receive guidance all areas.
关于我们
WE HAVE A PASSION FOR HELPING OUR CLIENTS MAKE THE MOST IMPORTANT FINANCIAL DECISIONS OF THEIR LIVES. We are in the trenches with you. You are not alone. We have never viewed ourselves as just being in the portfolio management business. We are in the wealth management business, treating our clients as an extension of our family! GROW, PROTECT AND MANAGE YOUR WEALTH “Am I going to run out of money in retirement?” Not on our watch. We offer a Comprehensive Wealth Plan to make sure you don’t lose the wealth you created. ? TAX PLANNING STRATEGY ? ASSET & RISK MANAGEMENT ? ESTATE PLANNING ? CASH FLOW & DEBT STRATEGY ? RETIREMENT PLANNING ? INVESTMENT PLANNING Contact Crescent Wealth Partners today for your complimentary, confidential consultation at (941) 923-3663. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Crescent Wealth Partners and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Crescent Wealth Partners unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts on found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC as the accuracy or completeness.
- 网站
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https://cwpadvisorygroup.com/
Crescent Wealth Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Sarasota，Florida
- 类型
- 私人持股
- 创立
- 1982
- 领域
- wealth management、investment management、retirement planning、tax strategy、asset accumulation、protection planning、cash flow、debt strategy和investment framework
地点
Crescent Wealth Partners员工
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Brent Hillerich, CFP?
Founding Partner at Crescent Wealth Partners + Founding Partner at Crescent Franchise Solutions
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Brian Grogan CRPC
Founding Partner at Crescent Wealth Partners + Founding Partner at Crescent Franchise Solutions
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Dee dePadua
Private Wealth Consultant at Crescent Wealth Partners
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Vita Basarab
Relationship Manager
动态
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?? While navigating today, tomorrow, and next month, who’s looking out for your financial future and planning for the next five, ten, and even twenty years? ?? At Crescent Wealth Partners, we’re here to guide you through your financial journey and build a long-term plan for your future. Let’s work together to ensure your financial success for years to come. ?? Serving clients from our Sarasota, Florida, and Exeter, New Hampshire offices. ?? Call us today, and we will devise a plan together at (941) 923 3663. ?? https://lnkd.in/e7Hxc_V #FinancialPlanners #LongTermPlanning #CrescentWealthPartners
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?? "Wealth flows from energy and ideas." – William Feather ?? At Crescent Wealth Partners, we believe in the power of innovative thinking and proactive strategies to build lasting wealth. Our team is committed to helping you harness your potential for financial success. Explore how we can help you achieve your financial goals at https://lnkd.in/eBBBt_n ?? Reach us at (941) 923 3663 ?? Serving clients from our Sarasota, Florida and Exeter, New Hampshire offices. ?? Ready to take the next step toward financial success? Contact us today to start building your future! https://lnkd.in/e7Hxc_V #WealthManagement #FinancialSuccess #CrescentWealthPartners
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??At Crescent Wealth Partners, we’re passionate about helping clients make life’s most important financial decisions. From Sarasota, Florida, to Exeter, New Hampshire, we proudly serve families and businesses in over 31 states. ?? Our comprehensive services include: - Retirement Planning - Investment Management - Tax Strategies - Estate Planning - Small Business Consulting We’re here to guide you through every financial milestone with personalized solutions. Let us help you grow, protect, and manage your wealth! ?? Call us today at (941) 923-3663 ?? Learn More About Us: https://lnkd.in/dkWBcYPY ?? Contact Us Here: https://lnkd.in/e7Hxc_V #WealthManagement #FinancialPlanning #CrescentWealthPartners
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Say Hello to our newest team member, Mia! Chief Happiness Officer! I think she will do a great job! #sarasotaFL #puppylove #happinessofficer
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?? However You See Your Tomorrow, Today Is the Best Time to Plan for It ?? We’re here to help you shape your future. Let us work with you to identify and prioritize what truly matters to you and your family. Together, we’ll create a personalized plan for your goals. ?? Call us today at (941) 923-3663 ?? Contact Us Here: https://lnkd.in/e7Hxc_V #FinancialPlanning #FamilyGoals #CrescentWealthPartners
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?? Will You Be Financially Secure When You Retire? ?? We can help you plan for a confident and secure retirement! ?? Services We Offer: - Retirement Planning - Tax Planning Strategy - Investment Planning - Estate Planning Contact us today to discuss your future. Let’s create a plan that works for you! ?? Call us at (941) 923-3663 ?? Learn More About Our Services: https://lnkd.in/eXBzqUj ?? Contact Us Here: https://lnkd.in/e7Hxc_V #RetirementPlanning #FinancialSecurity #CrescentWealthPartners
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?? The Power of Compound Interest: Your Key to Wealth Building ?? Did you know? The earlier you start saving, the more exponential your growth can be. ?? But here’s the good news—it’s never too late to take advantage of compound interest! ?? Start your journey to financial success today. Let’s create a plan tailored to your goals. Contact us now to learn more! ?? Call us at (941) 923-3663 ?? Schedule Your Appointment: https://lnkd.in/e7Hxc_V #FinancialPlanning #WealthBuilding #CompoundInterest #CrescentWealthPartners
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?? Cash Flow Management: A strong financial plan starts with a clear understanding of your income and expenses, both for today and the future. ?? Things to consider: ?? Do you have a transparent accounting of how much you earn and spend each month? ?? ?? Does your income comfortably cover all necessary expenses? ?? ?? Have you created a savings plan to ensure you don’t dip into your savings unnecessarily? ?? A new year is the perfect time for fresh starts. Let’s discuss your financial goals! ?? ?? https://lnkd.in/e7Hxc_V #FinancialAdvisor #CashFlowManagement #WealthPlanning #CWPAdvisory
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?? Retirement Planning: Achieving your retirement goals starts with having a solid plan in place. ?? ?? What’s your biggest financial concern about retirement? ?? ?? Do you feel like you’re too young to start planning? ?? ?? Are you already retired and unsure if changes can still be made? ?? ?? Can you confidently live comfortably for the next 15, 20, or 30 years, or do you worry about outliving your money? ?? Let’s address these concerns and more—contact us today! Let’s talk: https://lnkd.in/e7Hxc_V ?? #FinancialAdvisor #RetirementPlanning #WealthManagement #CWPAdvisory
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