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.

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Your Interests Come First

True Fiduciary® Standards. Transparency for Your Protection¹

Embrace the legal fiduciary obligation to place Clients’ interests first
Deliver comprehensive financial planning
Provide fee-only advice
Do not accept commissions
Receive only one source of revenue: Client fees
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 any client assets, securities, or money

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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

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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Assets Under Management¹

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Barron’s Top Advisors¹

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5

Best Multi-Family Office¹

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Liquidity Events¹

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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Here Comes Omicron

11.29.2021: Just as dedicated shoppers were lining up for their Black Friday bargains and investors were rising from their turkey-induced tryptophan comas, the world learned about Omicron, the latest COVID-19 variant. The World Health Organization...

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Investing the Way It Should Be

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