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Our Culture of Excellence

Values drive value

Excellence is the standard

Every interaction, every plan, and every detail is approached with an exceptional standard of precision and professionalism that reflects the trust our clients place in us. We don’t cut corners or follow trends; we operate with clarity, care, and intentionality because that is what our clients deserve.

Stewardship in action

Guiding What Matters Most

We are entrusted with more than assets; we are entrusted with legacies, families, and futures. We embrace that responsibility with humility and discipline. Stewardship is not just what we do; it’s how we lead with consistency, integrity, and a long-term mindset that puts your best interest first.

Anticipation, not reaction

Designed for the Lives We Serve

Our clients live complex, high-performing lives. They require advisors who not only understand the financial landscape but who can anticipate needs, respond with discretion, and move with confidence. This culture of service is the product of thought leadership and a team committed to the highest level of integrity and execution.

We’re inspired that you’re here

Faith. Integrity. Excellence.

Welcome to a different kind of wealth experience. Let’s begin a conversation grounded in purpose, trust, and possibility. Discover a wealth partnership designed to reflect who you are and where you want to go in your financial journey.  

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  • Financial Disclosures

Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.