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

Sophisticated Strategies. Exclusive Access.

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Goals-Based Financial Planning

Tax-Efficient Portfolios Designed For Your Risk Tolerance.

MAKE A MOVE

  • 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.
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Your Interests Come First

True Fiduciary® Standards.¹ Transparency 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 company, 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

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Customized Investment Portfolios

Curated Asset Mix and Structuring.

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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Diverse Investment Opportunities

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

TALK WITH A FOUNDER

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Assets Under Management¹

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Barron’s Top Advisors¹

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Forbes Top Advisors¹

#
5

Best Multi-Family Office¹

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 Plonski

Market Updates

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Strong Dollar Feedback Loop Hurts Top and Bottom Lines

09.28.2022 Market risk-takers are grappling with the double-barreled threat of persistent dollar strength and dramatically higher interest rates. Equity investors fear that a stronger dollar could ding earnings growth while higher interest rates could compress...
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Anatomy of a Drawdown

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Looking Back on Yesterday’s Plunge

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What Will Tomorrow's August CPI Portend?

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Dividend Stocks Back in the Limelight

Investing the Way It Should Be

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