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Our Expertise

Our knowledgeable professionals can help you deliver the guidance and unique planning solutions your top clients expect as part of a holistic financial strategy.

Individual Planning Solutions
  • WEALTH TRANSFER / ESTATE PLANNING: Protection of assets and wealth for current and future generations through comprehensive wealth transfer and estate planning.
  • RETIREMENT, ACCUMULATION AND INCOME STRATEGIES: Strategies to use life insurance for wealth accumulation and retirement distribution planning to optimize and secure personal wealth.
  • CHARITABLE GIVING: Determining the most appropriate strategies and provide proper planning so clients can truly maximize the impact of their charitable gifts.
  • SPECIALTY EXPERTISE: Crescent Private Client Group’s Specialty Markets team provides top-level expertise and support in Private Placements, Insurance for Foreign Nationals, Premium Finance and Corporate & Business 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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