Cresset Phoenix Metro Family Office & Private Wealth Management
We work with founders, entrepreneurs, and ultra-high-net-worth families throughout the Phoenix-Scottsdale area to help them grow, preserve, and transition wealth.
Contact Our Phoenix Metro Office
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Meet the Financial Experts Guiding Your Legacy in Phoenix
Meet the Scottsdale-based advisors delivering a boutique Phoenix family office experience. Whether you’re building a business, planning for succession, or managing generational wealth, our team brings the insight and care you deserve.
Schedule a call with one of our Scottsdale wealth advisors to learn how our personalized approach can support your financial goals.
Scottsdale Location
16430 N. Scottsdale Rd.
Suite 220
Scottsdale, AZ 85254
Your Local Family Office in Phoenix
Cresset’s Phoenix family office and private wealth management firm serves ultra-high-net-worth individuals and families across Scottsdale, Phoenix, and beyond. Our Scottsdale office is located near one of the region’s premier shopping and dining areas, with striking views of North Scottsdale and the McDowell Mountains.
We support clients throughout the Phoenix-Scottsdale area and across the country from our 22 office locations.
As a full-service Phoenix family office, we provide integrated wealth advisory services to help clients navigate the complexities of significant wealth. Our team offers strategic guidance in areas such as investment management, financial and estate planning, tax strategy, and business exit planning. Clients also benefit from access to a comprehensive suite of family office services designed for multigenerational success.
Cresset operates under True Fiduciary® standards, placing our clients’ best interests at the center of every decision. We’re honored to be recognized by Barron’s, Forbes, Crain’s, and others for our leadership and commitment to excellence.
Partner with a Phoenix Family Office That Puts You First
Discover how we can simplify the complexities of your financial life.
$70B+ Family Office
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 #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.