Intelligent Wealth Management®

Sophisticated Strategies. Exclusive Access.

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Private Wealth Management

TAX-EFFICIENT PORTFOLIOS

Lifetime Capital Needs: Seeks to ensure financial independence. Consistent, reliable cash flow & income to support your lifestyle.
Wealth Surplus: Designed for growth, lifestyle enhancement, dynastic planning, and philanthropic needs.
Your Next Venture: Focused on wealth creation, exponential and disruptive technologies, and unique investments.

Put Your Goals at the Center of the Planning Process

“We simplify the complex 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 Plonski

Your Interests Come First

True Fiduciary® Transparency for Your Protection¹

Embrace the legal obligation to place your interests first
Deliver comprehensive financial planning
Provide fee-only advice
Never accept commissions
Provide transparency on portfolios and investments
Remain independent from any bank, broker dealer, insurance, or custodian
Do not hold any client assets, securities, or money
Do not create products to sell or price any public securities

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Customized Investment Portfolios

Blending Public and Private Market Solutions.

Public Investments

Reasonable costs
Relatively tax-efficient
Disciplined, complimentary managers
Diversified holdings to reduce expected risk

Private Investments

Long-Term orientation
Diverse platform
Customization of vintage year and structure
Illiquidity premium
Market inefficiencies

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Access Diverse Investment Opportunities

Private Markets
Tax-Efficient Investments
Real Estate
Qualified Opportunity Zones
Private Capital
Private Equity Secondaries
Deep Network Sources

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Award-Winning Experts

Thought Leadership from Barron’s and Forbes Top Advisors¹

Cresset Ranked In The Forbes 2021 Best-In-State Wealth Advisors List

Barron’s Ranks David Karp on America’s Top 1,200 Financial Advisors List for 2021

Barron’s Ranks Cresset Among the Best RIA Firms in America

Cresset Wins Best “Multi-Family Office (New Entrant)” Award From Family Wealth Report

Investing the Way It Should Be

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