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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

Executive Managing Director, Head of Client Advisory Services
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 Our Team

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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$70B+ 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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