In this podcast, Cresset Founder and Co-Chairman Avy Stein shares with Mindy Diamond the founding vision of Cresset and how it has grown to be one of the 25 largest RIAs in the country in only four years. Avy explores why clients and advisors alike are making the shift to independent wealth advisors like Cresset, specifically the appeal of working with a transparent, True Fiduciary® that is fully committed to putting clients’ interests first.
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Cresset specializes in Intelligent Wealth Management™ for CEO Founders, entrepreneurs, PE Partners, and high-net-worth families. Our Family Office goal is to simplify and elevate your life so you have more time to spend on what matters to you most.