The new decade has started with a roar—producing more than enough headline news for the entire year. Yet we have only just begun, and with the constant bombardment of news, it can be hard to filter the relevant from the irrelevant. That is why we at The Crescent Group are working to provide you with quality, relevant material straight from our desks. Whether financial planning, investment strategy, or general market commentary, you can always check back here for interesting financial topics.
Expertise, engagement and ethics
If you’re new to our team or haven’t heard The Crescent Group story¸ we were founded by Carsten Frederiksen and Paul Hendershot in 2010 with the goal of delivering an exceptional wealth management experience to our clients. Since our inception, we have grown to a five person team, adding Nick Weege, Lindsey Vickers, and Andrew Ielmini.
As our team continues to expand, we are always guided by our foundational principles: expertise, engagement, and ethics.
- Expertise – Through continual education and drive, we never stop looking for ways to improve ourselves and our team. We combine our institutional investment and certified financial planning experience to provide our clients with research-based, comprehensive financial planning and tailored solutions.
- Engagement – We pride ourselves on providing clients with a firm understanding of their wealth management plan and the investments they own. We provide clarity where there is confusion; we aim to educate through engagement.
- Ethics – At The Crescent Group, we not only hold ourselves to the fiduciary standard for financial advisors—which requires we put your needs ahead of our own—we also invest the majority of our own money alongside our clients.
Blogging through the roaring 20s
These foundational principles are what drove us to begin blogging—by engaging you and your family with useful, timely information that helps you better maneuver your financial life. Whether you are a long-time investor or new to the process of growing and managing your assets, our unique approach to wealth management will provide a fresh outlook.
As 2020 continues in what promises to be an exciting year, we look forward to providing you with updates and our thoughts on this century’s roaring 20s. So, no matter your place in the journey of life, we hope you’ll find our future posts both informative and entertaining. Should you have any questions or would like to discuss how our team can help you reach your financial goals, please feel free to email us at andrew.ielmini@rbc.com.