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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.

Scottsdale Location

18801 N. Thompson Peak Parkway
Suite 220
Scottsdale, AZ 85255

Our Phoenix Metro Area 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 19 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.

$55B+ Family Office

view disclosures

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.

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.