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Cresset Naples Family Office & Private Wealth Management

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

Contact Our Naples Office

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Our Naples Wealth Advisory & Family Office Team

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

Charles Maxwell

Charlie Maxwell, CFP®

Co-Founder and Co-Chairman
Jon Crow

Jon Crow, MBA, CPA, CTFA

Regional Managing Director, West Region & President, Cresset Trust Company
James Robbins

Jim Robbins, CIMA®

Executive Managing Director
Jimmy Sioris

Jimmy Sioris, MBA

Managing Director, Wealth Advisor
Patrick Siering

Patrick Siering, MBA

Managing Director, Wealth Advisor
Dave Legus

David Legus, MBA

Managing Director, Wealth Advisor
Talk to an Advisor

Naples Location

800 Laurel Oak Dr
Suite 310
Naples, FL 34108

239.946.0478

Our Naples Family Office

Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra high net worth families. Our office is in the heart of Naples at the intersection of US 41 and Pine Ridge Road. It is adjacent to the preeminent shopping of The Waterside Shops as well as to Artis-Naples, home to the Naples Philharmonic and the Baker Museum. We serve clients in Southwest Florida and across the US from our 22 office locations.
 
Our Naples 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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