Cresset Capital https://cressetcapital.com/wealth/
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Private Wealth Management

Sophisticated Strategies. Exclusive Access.

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Intelligent Wealth Management®

Goals-based financial planning, tax-efficient portfolios, and private investment access for your risk tolerance.

MAKE A MOVE

  • 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.
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Assets Under Management¹

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Barron’s Top Financial Advisors¹

Rankings developed by Barron’s using proprietary algorithm. Awarded 9/19/22 for data as of 6/30/22. Cresset paid no application fee to participate.

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True Fiduciary® Standards¹

Customized Investment Portfolios

Strategies for growth, risk management, and market volatility.

Public Markets

  • Tax-efficient strategies
  • Passive & active investment solutions
  • Lower costs
  • Diversified holdings to reduce expected risk

Private Markets

  • Institutional-quality opportunities
  • Managed & direct investment solutions
  • Illiquidity premium capturing
  • Attractive yield opportunities
  • Risk mitigators

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ACCESS TO Diverse PRIVATE Investments

  • Private Markets
  • Tax-Efficient Investments
  • Real Estate
  • Qualified Opportunity Zones
  • Private Capital & Credit
  • Private Equity Secondaries
  • Curated Fund Vehicles

TALK WITH A FOUNDER

Your Interests Come First

Transparency and True Fiduciary® Standards¹ for your protection.

  1. Embrace the legal fiduciary obligation to place Clients’ interests first
  2. Deliver comprehensive financial planning
  3. Provide fee-only advice
  4. Do not accept commissions
  5. Be transparent on client costs, fees, and terms
  6. Provide transparency on portfolios and investments
  7. Remain independent from any bank, broker dealer, insurance provider, or custodian
  8. Measure client performance returns using independent third parties
  9. Do not create products to sell or price any public securities
  10. Do not physically hold or possess any client assets, securities, or money

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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 Plonski