Crescent Wealth Management, based in the heart of Atlanta, Georgia, is a premier registered investment advisory firm. Since its founding in 2003, Crescent Wealth has been committed to providing elite financial services to an exclusive clientele. With a team of fewer than 100 dedicated professionals, the firm excels in integrating asset protection and management strategies, ensuring clients’ financial goals are met with precision and care.
Our comprehensive suite of services is tailored to meet the unique needs of our clients, leveraging years of expertise and a deep understanding of the financial landscape. Crescent Wealth Management takes pride in its personalized approach, offering bespoke solutions that align with each client’s aspirations and risk tolerance. Our commitment to excellence has not only earned us the trust of our clients but also recognition within the financial services industry.
Company Highlights:
- Specialization: Asset protection and asset management for an exclusive clientele
- Key Offerings: Bespoke financial solutions tailored to individual client needs
- Service Area: Atlanta, Georgia
- Recognition: Known for excellence and trusted since 2003
