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Wealth Management

Thoughtful service across generations, guided by experience and grounded in values that have served Muslim families for more than 20 years.

Wealth Management

Investment Advisory

A disciplined strategy guided by insight and delivered with care, each portfolio is tailored for those seeking not just returns but vision, purpose, and peace of mind.

Investment Approach

Business Owner Solutions

Specialized guidance for entrepreneurs and business owners navigating succession, liquidity events, and wealth transfer within Shariah principles.

Business Solutions

Our
Purpose

Our purpose is grounded in trust, care, and the belief that wealth is a tool for building something greater.

These principles have guided Crescent since our founding, and they continue to shape how we serve each generation.

A Purposeful Beginning

Crescent was founded to offer something unique – we bring clarity and care to clients who want their wealth to reflect who they are.

Our Story

Our People

We are a team of advisors, strategists, and relationship-builders who approach every client with integrity and respect for what matters most.

Meet the Team
Insights That Shape

Decisions, Generations, and Legacies

Grounded in values, strategic thinking, and a strong understanding of the moments that define your financial journey.

Whether you are navigating shifting markets, building a legacy, or aligning your investments with faith and purpose, we bring clarity and guidance so you can move forward with confidence.

Our Story

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.  

Schedule a Conversation
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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.