Crescent Wealth Partners & Crescent Franchise Solutions

At Crescent Wealth Partners, we are passionate about helping our clients make the most important financial decisions of their lives. We are not just a traditional broker, nor do we only focus on investment management. Our clients receive guidance in all areas of their financial lives. Our goal is to provide comprehensive wealth management solutions that cater to each client's unique needs and circumstances.

Our Philosophy

Our philosophy is built on the foundation of being a family practice that started over 35 years ago in Toledo, Ohio, and has since expanded to serve families and businesses in over 31 states. We believe that honesty and transparency are the cornerstones of our success. We are committed to providing unbiased and independent advice, eliminating any conflicts of interest that may arise from being tied to a particular financial institution or product. Our mission is to provide financial guidance that is tailored to each client's unique circumstances, ensuring that they achieve their financial goals and live the life they desire.

Our Services

At Crescent Wealth Partners, we offer a range of services designed to help our clients achieve financial freedom. Our services include:

• Customized Investment Solutions: We work closely with our clients to create customized investment strategies that align with their financial goals and risk tolerance.
• Tax Planning: Our experts will help you minimize your tax liability and make smart financial decisions that maximize your wealth.
• Estate Planning: We will help you create a comprehensive estate plan that ensures your financial legacy is protected and distributed according to your wishes.
• Asset & Risk Management: We will work with you to identify and manage the risks that could impact your financial well-being.
• Retirement Planning: We will help you create a comprehensive retirement plan that ensures a comfortable and fulfilling lifestyle in your golden years.
• Cash Flow & Debt Strategy: We will help you develop a strategy to manage your cash flow and eliminate debt, giving you more financial freedom.

Our Process

Our approach is built on a collaborative process that involves three phases:

• Phase 1: Analysis: We will review your financial reality, identifying the problems to be solved and opportunities to be seized.
• Phase 2: Solutions: We will provide custom solutions to achieve your goals, offering clarity on your financial reality and recommending the most efficient path forward.
• Phase 3: Implementation: We will implement your plan, regularly reviewing your progress and making adjustments as needed to ensure you stay on track.

Our Locations

We have four locations to serve you:

• Sarasota, Florida: 5674 Marquesas Circle, Sarasota, FL 34233
• Exeter, New Hampshire: 2 Franklin Street, Exeter, NH 03833
• Atlanta, Georgia: 1151 Hammond Dr. NE, Suite 240, Atlanta, GA 30346
• Columbus, Ohio: 5714 Ennishannon Place, Dublin, OH 43016