Goals-Based
Financial Planning
Your goals are the foundation for customized portfolios comprising passive and active solutions, with access to public and private markets.
- Lifetime Capital Needs: Seeks to ensure financial independence. Maintain your lifestyle, family expenses, and liquidity reserve.
- Wealth Surplus: Designed for lifestyle enhancement, discretionary spending, wealth transfer, community and philanthropy.
- Your Next Venture: Focused on unique investments, exponential and disruptive technologies, and business growth.
Customized Investment Portfolios
Strategies for growth, risk management, and market volatility.
Public Markets
- Tax-efficient strategies
- Passive & active investment solutions
- Curated asset mix
- Diversified holdings to reduce expected risk
- Lower costs
Private Markets
- Institutional-quality opportunities
- Managed & direct investment solutions
- Illiquidity premium capturing
- Attractive yield opportunities
- Risk mitigators
Your Interests Come First
True Fiduciary® Standards¹ for your protection.
- Embrace the legal fiduciary obligation to place Clients’ interests first
- Deliver comprehensive financial planning
- Provide fee-only advice
- Do not accept commissions
- Be transparent on client costs, fees, and terms
- Provide transparency on portfolios and investments
- Remain independent from any bank, broker dealer, insurance provider, or custodian
- Measure client performance returns using independent third parties
- Do not create products to sell or price any public securities
- Do not physically hold or possess any client assets, securities, or money
Access to Diverse Private Investments
- Private Markets
- Tax-Efficient Investments
- Real Estate
- Qualified Opportunity Zones
- Private Capital
- Private Equity Secondaries
- Curated Fund Vehicles
Put Your Goals at the Center of the Planning Process
“We simplify complexity with goals-based planning – providing the clarity and wisdom you need to take action confidently.”
Amanda R. Plonski | Cresset Managing Director, Head of Wealth Planning
Amanda R. Plonski | Cresset Managing Director, Head of Wealth Planning
