Only 19% of people currently working have a written retirement strategy. Understand how Social Security fits into your retirement by talking to a financial advisor. Let us help you have a secure plan in place. https://lnkd.in/e7Hxc_V #financialadvisor
Crescent Wealth Partners
Financial Services
Sarasota, Florida 547 followers
We are not a traditional broker, nor do we only focus on investment management. Our clients receive guidance all areas.
About us
WE HAVE A PASSION FOR HELPING OUR CLIENTS MAKE THE MOST IMPORTANT FINANCIAL DECISIONS OF THEIR LIVES. We are in the trenches with you. You are not alone. We have never viewed ourselves as just being in the portfolio management business. We are in the wealth management business, treating our clients as an extension of our family! GROW, PROTECT AND MANAGE YOUR WEALTH “Am I going to run out of money in retirement?” Not on our watch. We offer a Comprehensive Wealth Plan to make sure you don’t lose the wealth you created. ♦ TAX PLANNING STRATEGY ♦ ASSET & RISK MANAGEMENT ♦ ESTATE PLANNING ♦ CASH FLOW & DEBT STRATEGY ♦ RETIREMENT PLANNING ♦ INVESTMENT PLANNING Contact Crescent Wealth Partners today for your complimentary, confidential consultation at (941) 923-3663. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Crescent Wealth Partners and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Crescent Wealth Partners unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts on found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC as the accuracy or completeness.
- Website
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https://cwpadvisorygroup.com/
External link for Crescent Wealth Partners
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Sarasota, Florida
- Type
- Privately Held
- Founded
- 1982
- Specialties
- wealth management, investment management, retirement planning, tax strategy, asset accumulation, protection planning, cash flow, debt strategy, and investment framework
Locations
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Primary
Get directions
5674 Marquesas Circle
Sarasota, Florida 34233, US
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Get directions
2 Franklin Street
Exeter, NH 03833, US
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Get directions
1151 Hammond Dr. NE
Suite 240
Atlanta, GA 30346, US
Employees at Crescent Wealth Partners
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Brent Hillerich, CFP®
Founding Partner at Crescent Wealth Partners + Founding Partner at Crescent Franchise Solutions
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Brian Grogan CRPC
Founding Partner at Crescent Wealth Partners + Founding Partner at Crescent Franchise Solutions
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Dee dePadua
Private Wealth Consultant at Crescent Wealth Partners
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Vita Basarab
Junior Associate
Updates
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📈 NOW HIRING in Exeter, NH | Our mission statement is, “We have a passion for helping our clients make the most important financial decisions of their lives.” We want to add a CFP or Associate Financial Advisor to our team in Exeter, NH, who will embrace this mindset and do everything possible to make a difference in our clients' lives. This person must be caring, detail-oriented, and have exceptional analytical and communication skills. Learn more and apply here: https://lnkd.in/e64tsANP #nowhiring #exeterNH #jobs #financialadvisor
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Compound interest is one of the most powerful concepts in personal finance. Do you have questions about how it works? Contact us to talk about how you can start saving today! https://lnkd.in/e7Hxc_V #financialadvisor
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I am so proud of my wife, Beth Grogan, and her nonprofit, The Magic of Mittens. Due to her tireless work and the support of so many friends, over a thousand children in need will experience the magic of Christmas this year! #magicofmittens #sarasotaFL #community #christmas #nonprofit
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There are two effective methods for tackling debt. Not sure which one will work best for you? One of our financial advisors can help you get a handle on your debt while keeping your goals in mind. Start 2025 off right. Contact us today! https://lnkd.in/e7Hxc_V #financialadvisor
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Today is Giving Tuesday! The perfect day to remember families in need in the area! The Magic of Mittens provides Christmas gifts to 700+ children in the Sarasota area. The Magic of Mittens program provides very easy opportunities for people to truly make a difference. From sponsoring a whole family at Christmas to donating a single item or giving the gift of your time. There is a way for anyone who wants to help to make a difference! Learn more: https://lnkd.in/eDP6YdnJ #sarasotaFL #lakewoodcommunity #volunteer #giveback #magicofmittens
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The Magic of Mittens provides Christmas gifts to 700+ children in the Sarasota area. The Magic of Mittens program provides very easy opportunities for people to truly make a difference. From sponsoring a whole family at Christmas to donating a single item or giving the gift of your time. There is a way for anyone who wants to help to make a difference! Learn more: https://lnkd.in/eDP6YdnJ #sarasotaFL #lakewoodcommunity #volunteer #giveback #magicofmittens
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Creative Planning || Comprehensive financial planning draws upon both sides of the brain. To achieve successful outcomes, creativity will remain a central theme throughout your financial lifecycle. Visit us at https://lnkd.in/eBBBt_n to learn more. https://lnkd.in/enZSkxw9 #financialplanning
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What an amazingly fun weekend of pickleball. Two events in two days. Thanks to my two amazing partners, John and Jen, we walked away with two golds and a silver! #pickleball #florida #pickleballflorida #floridapickleball #pickleballlife #pickleballtournaments
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The Magic of Mittens provides Christmas gifts to 700+ children in the Sarasota area. The Magic of Mittens program provides very easy opportunities for people to truly make a difference. From sponsoring a whole family at Christmas to donating a single item or giving the gift of your time. There is a way for anyone who wants to help to make a difference! Learn more: https://lnkd.in/eDP6YdnJ #sarasotaFL #lakewoodcommunity #volunteer #giveback #magicofmittens
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