Contact

Searching Cresset

Sort By

Related Pages (56 results)

Rankings & Awards

Fiduciary Financial Advisor

Breakaway Advisors

Private Wealth Management

Ultra-High-Net-Worth Wealth Management Firm

Business Exit Planning & Strategies for Entrepreneurs

What Is a Multi-Family Office?

Cresset Homepage

Related Resources (184 results)

11 Questions To Ask Your Advisor Right Now

11 Questions to Ask Your Advisor Right Now

What Is an Independent RIA?

What Is an Independent RIA?

How Do You Evaluate a Wealth Advisor? 7 Questions to Ask

Fees Versus Cost

Fees Versus Costs – Fees Are Important; It’s Costs That Matter

Nine Cresset Advisors Named to Forbes 2024 Best-in-State Wealth Advisors List

Does Your Financial Advisor Have a Succession Plan

Does Your Financial Advisor Have a Succession Plan? Why That’s So Important for Sustaining Generational Wealth

14 Questions Advisors Should Ask

14 Questions Advisors Should Ask When Exploring Their Next Firm

Forbes Names 13 Cresset Advisors to 2026 Top Women Wealth Advisors List

Related People (260 results)

Kevin Sedwick

Kevin Sedwick

Managing Director, Investments
Shannon Miller

Shannon Miller

Managing Director, Private Wealth Client Services
Yolanda Cunningham

Yolanda Cunningham

Associate, Executive Assistant
Erica Olsen

Erica Olsen

Associate, Private Client Service
Isabel Sepulveda

Isabel Sepulveda, CFP®

Associate Director, Wealth Advisor
Sarah Adams

Sarah Adams

Managing Director, Deputy General Counsel
Kasia White 700x425

Kasia White

Associate Director, Private Wealth Client Services
John Flaherty

John Flaherty

Associate Director, Banking & Lending