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Investment Advisory

Strategic guidance that aligns with your values, goals, and vision for the future.

Our Advisory Philosophy

At Crescent Private Wealth, our advisory philosophy is rooted in clarity, alignment, and trust. We believe financial advice should be personal and that great planning starts by understanding the full picture of your life, not just portfolio. We take the time to learn what drives you: your values, goals, responsibilities, and vision for the future.

From there, we craft strategies that are disciplined, forward-looking, and designed to evolve as your needs grow and your story unfolds. Whether navigating market shifts, business transitions, or legacy planning, our advice is always guided by what matters most — you.

Portfolio
Management

Our strategy for portfolio management is not a product; it is a process rooted in discipline and alignment with your financial goals.

Our approach is designed for individuals and families who seek more than performance alone. We help you invest with confidence, knowing your portfolio reflects not only your objectives and risk tolerance, but your values.

Business Owner Wealth & Retirement Planning

Your business is likely your most valuable asset and your greatest source of opportunity. We help you align your business and personal finances through holistic planning strategies that support your lifestyle, growth goals, and exit readiness.

Whether designing a retirement plan for your company or integrating business cash flow into a personal wealth strategy, we work together through your financial life vision to integrate and strategically optimize your purpose.

Succession & Exit Planning

Planning a business transition requires more than legal documents and valuations. We guide you through the financial and strategic dimensions of succession, whether you are passing the business to family, selling to partners, or exploring third-party buyers.

Our process helps you prepare your successors and structure your exit to support your lifestyle and goals.

Tax, Risk, & Protection Strategies

We provide tax-planning guidance and assist with documentation while offering trusted referrals to CPAs and legal professionals when needed. 

Executive Compensation Planning

We work with founders, executives, and professional firms to design and optimize compensation structures that can retain top talent. Whether you’re navigating stock options, deferred comp, profit-sharing, or incentive structures, our strategies are tax-efficient, forward-looking, and personalized to your financial priorities.

Liquidity Event Preparation

Preparing for a major liquidity event, whether through the sale of a business, a merger, or an IPO, it will require foresight and precision. We help you plan before the transaction to understand your tax outcomes, protect proceeds, and integrate the event into your long-term wealth strategy.

From philanthropic giving and gifting strategies to legacy design and lifestyle planning, we help you make the most of this once-in-a-lifetime milestone.

Partner
with
Purpose

When your wealth carries complexity, your advisory relationship should carry clarity. 

Client-Centered Process

Your Vision, Our Focus. From discovery to design, implementation to ongoing refinement, we take the time to understand your needs and values. We craft every financial strategy with intention and tailor partnerships grounded in your goals, values, and vision for the future.


At Crescent, we connect discerning individuals, families, and business owners with advisors who understand the full weight and opportunity of their financial lives.

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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.