Crescent Wealth Partners

Crescent Wealth Partners is a financial advisory firm that goes beyond traditional investment management, providing comprehensive guidance in all areas of their clients' financial lives. With a passion for helping clients make important financial decisions, they offer customized investment solutions, small business consulting, tax planning, legacy and estate planning, funding for a child's education, and assistance with charitable donations.

Committed to treating their clients as an extension of their family, Crescent Wealth Partners is in the wealth management business, offering a collaborative approach that develops customized solutions through analysis, providing clarity and custom solutions, and implementing quarterly reviews and course corrections as needed. With locations in Sarasota, Florida; Exeter, New Hampshire; Atlanta, Georgia; and Columbus, Ohio, they serve families and businesses in over 31 states, leveraging their over 35-year history as a family practice.

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