The Crescent Group employs a personalized wealth management process that we tailor to each client’s specific circumstances, needs, and goals.
A Holistic Process
We employee a holistic process that integrates the advice of clients’ external advisors (including but not limited to lawyers, accountants, tax preparers, and other financial advisors) with that of The Crescent Group, to create a comprehensive solution.
An Educational Process
We aim to ensure that clients understand how all facets of their strategic plan work together.
An Objective Process
We formed The Crescent Group to provide advice in a manner that reduces conflicts of interest between advisors and their clients.
Our financial planning process often involves several steps:
Discovery process: we learn about your specific circumstances, needs, and goals
Formulation of tax, trust & estate strategy with appropriate advisors
Creation of a customized asset allocation
Implementation of the customized wealth strategy
Ongoing assessment of a client’s portfolio and wealth management needs