Your vision for the future. Our guidance to help you get there.

The Crescent Group never stops asking: “What’s next for you?” You have a vision for the future, and our wealth planning process guides you toward realizing that vision.

We listen, learn and then guide—building a plan unique to you and your vision. We’ll bring in RBC Wealth Management professionals to provide advice on specific areas important to you.

After assembling your wealth plan, we then implement The Crescent Group’s globally diversified asset allocation strategies, which we tailor to your specific goals and circumstances. In tailoring your specific global asset allocation strategy, we work with RBC’s international team of professionals, who continually analyze markets, securities, managers and industries—all to verify that your allocation remains on track.

Finally, our team proactively contacts you to maintain an open line of communication and adjust your plan for any new developments in your circumstances. We never stop asking, “What’s next for you?”

Disclosures

Paul Hendershot, NMLS # 1370978, and Carsten Frederiksen, NMLS # 1321563 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.