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Cresset Kalamazoo Family Office & Private Wealth Management

We serve founders, entrepreneurs, and ultra high net worth families. Schedule a call with one of our Kalamazoo wealth advisors.

Contact Our Kalamazoo Office

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Our Kalamazoo Wealth Advisory & Family Office Team

Meet the Kalamazoo wealth advisors providing a boutique experience dedicated to your needs.

Karla Campbell

Karla Campbell, CPA

Chief Financial Officer, Security Officer at The Connable Office
Trey Eldridge

Trey Eldridge, J.D., CTFA

Chief Operating Officer and Executive Managing Director at The Connable Office
Kenneth Larason

Ken Larason

Executive Managing Director, Chief Investment Officer at The Connable Office
James Melvin

James Melvin, J.D.

Executive Managing Director at The Connable Office
Bradley Weller

Brad Weller, J.D.

Executive Managing Director, Chief Fiduciary Officer at The Connable Office
Talk to an Advisor

Kalamazoo Location

136 E Michigan Ave
Suite 1201
Kalamazoo, MI 49007

269.382.5800

Our Kalamazoo Family Office

Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra high net worth families. With a history of service to client families for over a century, our office has been located in an art deco building in the heart of downtown Kalamazoo since 1931. The location is close to locally owned restaurants, breweries, and boutiques. We serve client families across the US from our 22 office locations and internationally.
 
Our Kalamazoo financial advisors provide holistic wealth advisory services including wealth management, financial planning, tax strategy, liquidity and exit planning, private investment access, and even more family office services. We are committed to our clients’ best interests through True Fiduciary® standards and have numerous awards from Barron’s, Forbes, and Crain’s Chicago Business.
 
Learn more about how we can streamline your life so you have more time for what matters to you most.
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$60B+ Family Office

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Barron’s #3 Top 100 RIA Firms

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.

Forbes Top RIA Firms 2024

Forbes #14 Top RIA Firms

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.

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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

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