Our Story

A Vision with Purpose

Crescent Private Wealth was founded by Ahmad Quqa to bring something different to the world of financial advice—an experience centered not on products but on people. With more than 20 years in the industry and an MBA from the University of Dallas, Ahmad saw firsthand how high-net-worth individuals and families needed more than investment plans—they needed thoughtful partners who would listen, guide, and stand beside them through every chapter of life.

“In today’s ever-changing financial world, I believe it starts with a conversation – listening first to what truly matters to you and your loved ones.” — Ahmad Quqa

From his first job at an ice cream shop at age 14 to leading a multi-city wealth advisory firm, Ahmad has always valued discipline, service, and stewardship. Today, alongside a trusted team, Crescent serves clients who seek clarity, discretion, and values-aligned strategies – helping them protect what they’ve built, live fully, and give meaningfully.

At Crescent, wealth is not the destination. It’s a means to live with purpose.

Wealth as a reflection of values

FROM MISSION TO MOVEMENT

What began as a single office has grown into a private wealth management firm serving clients across the country all united by a shared commitment to discretion, insight, and purpose.

Crescent’s mission has evolved into a movement: one that redefines wealth not by numbers alone but by alignment with values, intentional planning, and long-term vision. Our clients don’t just come to us for investment advice, they turn to us during life’s most important transitions.

From business exits and generational planning to philanthropic strategy and faith-aligned investing, we help clients navigate complexity with clarity and confidence.

Relationships built on purpose.

MORE THAN A FIRM

Our growth has always been relationship-driven, built on trust, integrity, and an unwavering commitment to purposeful planning. Our client-centered process is grounded in deep discovery, intentional design, and long-term stewardship. This is intentionally built to evolve alongside you, through seasons of change, opportunity, and the complexity that accompanies success.

We guide clients through all seasons of life, helping them balance the things they value most: family, faith, legacy, and well-being. From education and retirement planning to business exits and charitable giving, we walk alongside you with clarity and intention.

Because when wealth is stewarded well, it becomes more than a measure of success, it becomes a force for impact.

Partner
with
Purpose

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

Guiding Principles

Our strategies are grounded in principles that reflect discipline, alignment, and long-term stewardship. We don’t chase market trends, we build durable, value-based plans that evolve with you. Every decision is made to support sustainable wealth, preserve your legacy, and elevate purpose into meaningful impact.

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.

We are using cookies to give you the best experience. You can find out more about which cookies we are using or switch them off in privacy settings.
AcceptPrivacy Settings

GDPR

  • 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.