Why Advisors Choose Cresset
The future of wealth management is with independent firms. Cresset empowers advisors with the freedom to deliver the best solutions, free from big-firm bureaucracy.
Paul Tramontano
Executive Managing Director, Wealth Advisor
New York
Co-Founder and Co-Chairman
Minnetonka
My team and I chose Cresset for the culture, the people, and the freedom to serve clients on our terms.
San Francisco
After interviewing 28 firms, it came down to what was best for our clients. We knew after choosing Cresset we could look them in the eye and say, ‘This is different, this is new, this is in your best interest.’
Erik Ralston
San Francisco
I joined Cresset to deliver truly personalized solutions. It’s exciting to be entrepreneurial and grow with a firm that offers a powerful platform to serve clients at the highest level.
Sarah Burney
Denver
I built a successful wealth management business but felt trapped in the grind of operations and compliance. Partnering with Cresset allowed me to return to my passion for serving clients, and four years later, I have zero regrets.
David W. Karp
Co-Founder and Senior Managing Director
Washington D.C.
Leaving a large bank for Cresset was a no-brainer for our team. The standout ownership structure—65% employee-owned and 35% client-owned—aligns our interests and drives us all to succeed together.
Chris Chase
Managing Director, Wealth Advisor
San Francisco
Joining Cresset empowered me to serve larger, more complex families with tailored solutions like estate planning and governance, while also helping me grow as an advisor and deliver even more value to clients.
Wen Nottebohm, CFP®
Managing Director, Wealth Advisor
Atlanta
I joined Cresset to help build a 100-year firm—because long-term commitment matters, not just for our team, but most importantly for our clients.
Justin Berman
Co-Founder and Co-Chairman
Atlanta
We Are Building Something Different
Cresset has attracted exceptional team members across the country by building a brand focused on purpose, meaning, culture, independence, transparency, ecosystem, shared ownership and technology.
Cresset’s Vision
Everything Starts with Culture
Our Vision is to reinvent the way people experience wealth and enhance their financial well-being, by expanding access to a proven ecosystem of ideas, solutions and talent, because our clients deserve better.
Join Our High-Growth Firm
Our strength lies in the collaboration and passion of our team.
Become An Owner
Cultivate Curiosity
Empower Diversity
Innovate Faster
We Believe in Great People
“Cresset culture means the daily opportunity to collaborate and learn from some of the most talented entrepreneurs in the industry, while also creating a unique experience that bonds our colleagues around the country.”
