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Let's Talk Empowering business owners, professionals, and legacy-focused families to align financial success with personal values while building generational impact. Elevating Wealth Management Through Purpose-Driven Strategies

Distinctive Personalized Solutions

At Crescent Private Wealth, we serve individuals, families, and business owners navigating wealth with intention. Our approach evolves by blending tradition with innovation to meet the unique needs of today’s clients.

We help you grow, preserve, and give with meaning based on your personalized financial journey.  

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.

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3
Households Managed
$1M+
Assets Under Management
2+
Years of Experience
0
Advisors & Staff

Our Purpose

Living Your Values Through Wealth

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.

Discover Our Philosophy

A Purposeful Beginning

Beyond Financial Guidance

Crescent was founded to offer something unique. We offer more than financial guidance – we bring clarity and care to clients who want their wealth to express their values and reflect who they are.

Our Story

Our People

Expertise Guided by Values

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

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

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.