Office Locations / Cleveland Office

Cresset Cleveland Family Office & Private Wealth Management

We partner with business owners, innovators, and multi-generational families to help them define and achieve their financial goals. Schedule a conversation with one of our Cleveland wealth advisors to start the conversation.

Contact Our Cleveland Office

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Cleveland Location

127 Public Square
Suite 5200
Cleveland, Ohio 44114

216.771.4113

Our Cleveland Family Office

Cresset combines institutional-level resources with a deeply personal approach to serving founders, business leaders, and families of substantial wealth. Our Cleveland office is located downtown near the city’s vibrant business and cultural center, surrounded by renowned museums, restaurants, and Lake Erie views. The Cleveland team collaborates with colleagues across our 20+ office locations nationwide to provide an elevated client experience.

At our Cleveland office, we deliver comprehensive wealth advisory and family office services, combining investment management, financial and estate planning, tax and liquidity strategies, and private investment access. Our advisors work closely with each client to simplify complex financial lives and align wealth with purpose. Guided by our True Fiduciary® commitment, we put clients first in every decision, earning recognition from Barron’s, Forbes, and Crain’s for our dedication to excellence.

Unlock more time for what inspires you by letting us streamline the rest.

$70B+ Family Office

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Barron’s #2 Top 100 RIA Firms

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/12/25 for data as of 6/30/25. Cresset paid no application fee to participate.

Forbes Top RIA Firms

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/1/25 for data as of 3/31/25. Cresset paid no application fee to participate.