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Cresset Phoenix Metro Family Office & Private Wealth Management

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

Contact Our Phoenix Metro Office

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Our Scottsdale Wealth Advisory & Family Office Team

Meet the Scottsdale 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
Dan Kambeitz

Dan Kambeitz, CFP®

Managing Director, Wealth Advisor
Chris Mortvedt

Chris Mortvedt

Associate, Wealth Advisor
Talk to an Advisor

Scottsdale Location

16430 N. Scottsdale Rd.
Suite 220
Scottsdale, AZ 85254

Our Phoenix Metro Area Family Office

Phoenix Family Office
Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra high net worth families. Our Scottsdale office is located near one of Scottsdale’s premier shopping and dining districts with beautiful views of North Scottsdale and McDowell Mountain. We serve clients in the Phoenix Scottsdale metropolitan area and across the US from our 22 office locations.
 
Our Scottsdale 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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