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Our Approach

Our team benefits from full market access to products and solutions which enables us to provide independent guidance to our clients. Our experienced team is accustomed to working alongside other trusted financial professionals to deliver sophisticated financial planning solutions.


We have built an open platform with no proprietary products and technology that enables our team to efficiently deliver objective information and guidance to help meet client goals.

Our Clients

Our team serves the sophisticated planning needs of:

  • High-Net-Worth/Ultra-High-Net-Worth Clients and Family Offices
  • High-Income Earners (e.g., doctors, lawyers, entrepreneurs, athletes, entertainers)
  • Businesses/Corporations and Business Owners

We serve these clients through long-term, client-focused partnerships with Financial institutions and RIAs and the advisors and professionals that comprise these organizations. We also work together seamlessly with the client’s tax and legal advisors to help provide the most appropriate solutions.

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3630 Peachtree Road, Suite 750
Atlanta, GA 30326

Crescent Carolinas
100 Sutter Drive, Unit 301
Myrtle Beach, SC 29575

Crescent Florida
1089 West Morse Blvd., Suite C
Winter Park, FL 32789

Crescent Austin
3600 Bee Cave Road, Suite 200
Austin, Texas 78746

Copyright 2022, Crescent Wealth Management, Inc.
Securities offered through Lion Street Financial, LLC., Member FINRA & SIPC. Investment Advisory Services offered through Crescent Wealth Advisory an investment advisor registered in the State of Georgia. Crescent Wealth Management and Lion Street Financial are not affiliated.
Check the background of this firm on FINRA’s BrokerCheck.
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