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About Crescent

When faced with lifetime milestones and critical business decisions, our clients — and their advisors — turn to Crescent for insightful, objective and actionable advice.

OUR INDEPENDENCE

Crescent is an independent, employee-owned firm that is not constrained or influenced by policies and procedures that restrict large brokerage and asset management firms who have inherent conflicts of interest.

With complete and true objectivity and transparency, Crescent can help you pursue your goals.

Our team of fiduciaries serve your best interests in an unbiased, conflict-free manner.

OUR COMPETITIVE ADVANTAGES

Through Dynasty Financial Partners, Crescent offers an “open architecture” platform that provides an unlimited range of options and best-in-class solutions.

Our reporting can aggregate all of your assets to create a holistic and transparent view of your complete holdings.

Access to our far-ranging network creates the opportunity for favorable pricing not typically available to individual consumers.

OUR COMPETENCIES

Personalized Portfolio Management

Estate Planning

Business and Entrepreneurial Support

Family Office Services

Sports Consulting Group

Insurance Consulting Group

Learn more about our solutions

DYNASTY FINANCIAL PARTNERS

Crescent is able to offer traditional and alternative investment strategies through Dynasty’s Outsourced Chief Investment Officer (OCIO) services.

Dynasty’s robust back office supports all of Crescent’s client service programs.

Principals

Crescent principals Tim Wyrobek and Jeff Taylor each have more than 15 years of experience working with wealthy clients and their families on developing long-range strategies that address goals of capital preservation, business succession and legacy planning.

Wyrobek and Taylor have been profiled by Forbes, and honored by Atlanta Magazine as well as the Million Dollar Round Table, The Premier Association of Financial Professionals®, a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries.

Crescent Team

Tim Wyrobek
Founder/Principal
Tim Wyrobek is a principal and co-founder of Crescent Wealth Advisory, which he launched in 2016. In 2003, Tim and his partner Jeff Taylor founded Crescent Wealth Management, a high-touch, specialty insurance advisory firm. Previously Tim was a financial planner with Lincoln Financial Advisors, where he was recognized with the Achievers Club award for his outstanding work in wealth management. He began his career as a financial advisor with John Hancock Life Insurance Company.

Tim has been was honored as a Five Star Wealth Manager by Atlanta Magazine (2008, 2009, 2012, 2016), profiled in Forbes (2010), and in Global Registry’s “Who’s Who” in the Financial Industry (2006 and 2007). During his career, he has achieved numerous qualifications for “Court of the Table” and “Top of the Table” of the Million Dollar Round Table, The Premier Association of Financial Professionals®, a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. Tim attended the University of Georgia. 

He is a member of the Financial Planning Association of Georgia, the Association for Advanced Life Underwriting (AALU) and an active supporter of MedShare, Children’s Healthcare of Atlanta and Wounded Warrior Project.
Jeff Taylor
Founder/Principal
Jeff Taylor is a principal and co-founder of Crescent Wealth Advisory, which he launched in 2016. In 2003, Jeff and his partner Tim Wyrobek founded Crescent Wealth Management, a high-touch, specialty insurance advisory firm. He began his career as a financial planner with Lincoln Financial Advisors.

Jeff has been profiled in Forbes (2010), and recognized by University of Georgia Alumni Association, who selected Crescent Wealth Management as 100 fastest growing alumni-owned businesses (“Bulldog 100", 2010).

He achieved “Top of the Table” status with the Million Dollar Round Table, The Premier Association of Financial Professionals®, a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries.

Jeff earned a BBA from University of Georgia.

He is a member of the Financial Planning Association of Georgia, the Association for Advanced Life Underwriting (AALU), and actively supports MedShare, After School All-Stars, and Children’s Healthcare of Atlanta.
Meridith Mimbs
Director of Private Client Services
Meridith has worked in the financial industry since 2008 starting her career at Merrill Lynch in Jacksonville, FL as an Investment Advisory Specialist. She moved to Atlanta in 2010 where she joined UBS as a Client Service Associate.  Prior to joining Crescent Wealth Advisory, she worked for Morgan Stanley as a Financial Advisor Associate and Practice Manager where she helped lead a team of three Advisors and Support Staff while serving in a Relationship Manager capacity to the team’s existing affluent clients. Meridith is responsible for Crescent’s day to day operations and client experience. Meridith enjoys advocating for shelter animals and spending time with her three rescue dogs.
Tina Edwards
Director of Administrative Services
Tina Edwards has been a valued member of the Crescent Wealth team for 12 years. Tina joined Crescent Wealth Management in 2006 and oversees administrative services for Crescent Wealth Advisory.   She is responsible for the day-to-day internal operations for the firm. Prior to joining Crescent she worked for Consumer Concepts Agency as a Sr. Contract & Licensing Specialist. Tina is a graduate of Saint Leo University where she received her Bachelor of Arts in Sociology. She is an avid supporter of Safe Path Children’s Advocacy Center.
Wajma Rasoul, MBA
Private Wealth Strategist​
Wajma began her career in wealth management in 2006 and has developed extensive experience preparing comprehensive financial plans focused on tax analysis, net worth review, investment analysis, retirement planning, and advanced estate planning. During her tenure in the wealth management industry, Wajma has developed excellent analytical and servicing skills to effectively communicate, present, and address various issues and concerns related to a client’s advisory relationship. Wajma obtained her BBA from the University of Georgia graduating magna cum laude and completed her MBA in personal financial planning from Georgia State University. Wajma strives to provide top notch service combining sound technical knowledge with a warm, caring attitude. Wajma lives in Atlanta and enjoys travel, family, good movies and fun sporting events.

Investment Committee

Tim Wyrobek
Founder/Principal
Tim Wyrobek is a principal and co-founder of Crescent Wealth Advisory, which he launched in 2016. In 2003, Tim and his partner Jeff Taylor founded Crescent Wealth Management, a high-touch, specialty insurance advisory firm. Previously Tim was a financial planner with Lincoln Financial Advisors, where he was recognized with the Achievers Club award for his outstanding work in wealth management. He began his career as a financial advisor with John Hancock Life Insurance Company.

Tim has been was honored as a Five Star Wealth Manager by Atlanta Magazine (2008, 2009, 2012, 2016), profiled in Forbes (2010), and in Global Registry’s “Who’s Who” in the Financial Industry (2006 and 2007). During his career, he has achieved numerous qualifications for “Court of the Table” and “Top of the Table” of the Million Dollar Round Table, The Premier Association of Financial Professionals®, a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. Tim attended the University of Georgia. 

He is a member of the Financial Planning Association of Georgia, the Association for Advanced Life Underwriting (AALU) and an active supporter of MedShare, Children’s Healthcare of Atlanta and Wounded Warrior Project.
Scott Welch
Chief Investment Officer
Scott Welch* is a member of Dynasty Financial Partners, LLC (“Dynasty”) and, through Crescent’s strategic relationship with Dynasty, functions as Crescent Wealth Advisory’s Chief Investment Officer. In this capacity, Scott provides macroeconomic and investment analysis and commentary, is a member of Dynasty’s Investment and Due Diligence Committees, and co-manages Dynasty’s model investment portfolios. He also sits on the Investment Committees of several Dynasty network firms.

Prior to joining Dynasty, Scott was a Co-Founder and the Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research, technology, and practice management solutions to RIAs and banks that target high net worth investors. Prior to Fortigent, Scott was the Head of Investment Research & Strategy at Lydian Wealth Management, a multi-billion dollar RIA catering to ultra-high net worth families.

Prior to joining Fortigent and its predecessor RIA in 1998, Scott spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance, and derivatives. He is a frequent speaker on the topics of wealth management, portfolio management, and the macroeconomic and investment landscape, and he is an award-winning author of numerous articles that have appeared in a variety of industry trade journals.

Scott holds the Certified Investment Management Analyst (CIMA®) designation and earned the Investment Strategist, Advanced Investment Strategist, and Alternative Investments Certificates from the Investment Management Consultants Association (IMCA). He sits on the Board of Directors of IMCA, the Advisory Board of the ABA Wealth Management & Trust Conference, and the Editorial Advisory Boards of the Journal of Wealth Management and the IMCA Investments & Wealth Monitor. 

Scott earned a Bachelor of Science in Mathematics from the University of California at Irvine and an MBA with a concentration in Finance from the University of Massachusetts at Amherst.
Joseph Dursi, MBA
Director of Investments Platform
Joseph Dursi* is a member of Dynasty Financial Partners, LLC (“Dynasty”) and, through Crescent Wealth Advisory's strategic relationship with Dynasty, functions as Crescent Wealth Advisory’s Director of Investments Platform, In this capacity, Mr. Dursi provides assistance with selecting various asset managers.

Joseph Dursi is the Director of Investment Platforms and is also responsible for leading Investment Solutions for Dynasty’s East Coast Division. Joe was most recently the Head of Investment Solutions for Deutsche Bank Wealth Management in the Americas, responsible for identifying and creating unique investment solutions for ultra-high-net-worth clients.


Previously, Mr. Dursi served as the Head of Portfolio Consulting at Barclays Wealth Americas where he and his team were responsible for developing tactical investment solutions through asset allocation modeling and product selection for ultra-high-net-worth individuals, family offices, and endowments/foundations. Mr. Dursi joined Barclays in September 2008 as part of the organization’s acquisition of Lehman Brothers’ Private Investment Management business in the Americas.

Mr. Dursi holds a BBA, Summa Cum Laude, from the University of Notre Dame and an MBA from the Stern School of Business at New York University, where he was a designated Stern Scholar. He lives in Rockville Centre, New York with his wife and their daughter and is an avid sports fan.
Nick Gerace
Vice President, Investments
Nick Gerace works with the Dynasty network on investments and platform related matters. Prior to Dynasty, he spent 5 years at TD Private Client Wealth, the wealth management business of TD Bank. Most recently at TD, Nick was an Assistant Vice President on the US Wealth Products and Services team, responsible for the group’s Investment Consulting and Sales Support function. His duties in this role included assisting the firm’s Investment Advisors with portfolio construction, investment analysis, practice management and platform mastery. Nick is a graduate of Franklin and Marshall College with a Bachelors degree in Business, Organizations and Society and Villanova University with an MBA in Finance.
Matthew Marsh
Director of Investment Solutions
Matt Marsh* is responsible for delivering investment solutions to Dynasty’s Advisory Firms. He consults with network teams on the design and implementation of available investment solutions across the Dynasty TAMP, including portfolio model management and rebalancing, SMA and UMA solutions, hedge funds, private equity, and capital markets. Frequently in the field engaging with network advisors, Matt also delivers the thoughts and rationale of the Dynasty Investment Committee and the Dynasty Select Model Portfolios. Before joining Dynasty, Matt spent 11 years at Morgan Stanley and its predecessor firms. Most recently he was the Southwest Regional Manager for the Consulting Group, responsible for all advisory sales across 1,900 financial advisors in that five-state region. Matt holds the Certified Investment Management Analyst (CIMA®) designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Matt received an MBA from Emory University (Goizueta School of Business) and a BBA in Finance from Loyola Marymount University.

Insurance Consulting Group

Jeff Taylor
Founder/Principal
Jeff Taylor is a principal and co-founder of Crescent Wealth Advisory, which he launched in 2016. In 2003, Jeff and his partner Tim Wyrobek founded Crescent Wealth Management, a high-touch, specialty insurance advisory firm. He began his career as a financial planner with Lincoln Financial Advisors.

Jeff has been profiled in Forbes (2010), and recognized by University of Georgia Alumni Association, who selected Crescent Wealth Management as 100 fastest growing alumni-owned businesses (“Bulldog 100", 2010).

He achieved “Top of the Table” status with the Million Dollar Round Table, The Premier Association of Financial Professionals®, a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries.

Jeff earned a BBA from University of Georgia.

He is a member of the Financial Planning Association of Georgia, the Association for Advanced Life Underwriting (AALU), and actively supports MedShare, After School All-Stars, and Children’s Healthcare of Atlanta.
Tim Wyrobek
Founder/Principal
Tim Wyrobek is a principal and co-founder of Crescent Wealth Advisory, which he launched in 2016. In 2003, Tim and his partner Jeff Taylor founded Crescent Wealth Management, a high-touch, specialty insurance advisory firm. Previously Tim was a financial planner with Lincoln Financial Advisors, where he was recognized with the Achievers Club award for his outstanding work in wealth management. He began his career as a financial advisor with John Hancock Life Insurance Company.

Tim has been was honored as a Five Star Wealth Manager by Atlanta Magazine (2008, 2009, 2012, 2016), profiled in Forbes (2010), and in Global Registry’s “Who’s Who” in the Financial Industry (2006 and 2007). During his career, he has achieved numerous qualifications for “Court of the Table” and “Top of the Table” of the Million Dollar Round Table, The Premier Association of Financial Professionals®, a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. Tim attended the University of Georgia. 

He is a member of the Financial Planning Association of Georgia, the Association for Advanced Life Underwriting (AALU) and an active supporter of MedShare, Children’s Healthcare of Atlanta and Wounded Warrior Project.
Tiffany Hyde
Tiffany Hyde heads up the Underwriting division at Lion Street, which she has led for five years. In this role, Tiffany manages the underwriting team, case underwriting, new firm selection, vendor relationships and process improvement in the Underwriting and New Business divisions. Her additional areas of expertise include reinsurance staging and negotiations, foreign nationals, complex medical history, advanced case design, product selection and premium finance. Tiffany has been active in the life insurance industry since 1990, serving in various underwriting leadership capacities for companies including Voya (formerly ING – Security Life of Denver), US Financial and Mutual of Omaha. She also brings vast medical knowledge from her previous career in nursing.

Passionate about continuing education, Tiffany has earned her FALU designation and currently teaches underwriting courses of all levels for hundreds of field office staff. She specializes in training both internal and external key staff in field underwriting. Tiffany is active in several industry groups, including the ALU, where she served on the Seminar and Webinar Committee and Marketing Committee. She is also an active member of the American Academy of Insurance Medicine and a regular speaker and contributor on current events and trends in underwriting and the industry.
Michael Fontannini
Michael Fontanini, CLU, CFP® is Vice President, Advanced Sales and Design with Lion Street, where he specializes in helping Lion Street Firms develop sophisticated life insurance solutions, encompassing both product and planning design, to meet the sophisticated needs of high net worth and business owner clients. He joined Lion Street in 2013. Prior to that, Michael’s background consists of diverse experience throughout the life insurance industry in various roles including personal production as a financial advisor, life insurance wholesaling, product marketing and advanced markets, all of which transpired with multiple life insurance carriers, including New England Financial, Phoenix Life, The Hartford and Prudential.

Michael has earned the designations of Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), is FINRA series 7 and 26 registered and is a former member of the Advanced Sales Committee for LIMRA. He is also currently pursuing a Masters in Taxation (MT) degree through the Graduate Tax Program of Villanova University Charles Widger School of Law/Villanova School of Business.

Michael is from Des Moines, IA and currently resides in Austin, TX.
Brian Bonifant
Senior Vice President
Brian Bonifant brings to Lion Street a twenty-year history of leading top performing sales and business development teams. In his role as Senior Vice President of Firm Development, Brian is focused on attracting and supporting industry-leading life insurance producers as they become Lion Street Owners. Brian started his career as a life insurance agent with John Hancock in 1990. While at John Hancock, he held several leadership roles and contributed to John Hancock’s initial launch into independent Life Insurance distribution. In 2006, Brian joined PartnersFinancial, a division of NFP (NYSE: NFP) as Vice President of Business Development, where he helped life insurance Producers uncover new revenue opportunities in the high net worth markets of wealth transfer, private business, and executive benefits. Brian earned his Bachelor’s degree in Business Management from Oral Roberts University in Tulsa, Oklahoma.

Client Communications & Engagement

Wajma Rasoul, MBA
Private Wealth Strategist​
Wajma began her career in wealth management in 2006 and has developed extensive experience preparing comprehensive financial plans focused on tax analysis, net worth review, investment analysis, retirement planning, and advanced estate planning. During her tenure in the wealth management industry, Wajma has developed excellent analytical and servicing skills to effectively communicate, present, and address various issues and concerns related to a client’s advisory relationship. Wajma obtained her BBA from the University of Georgia graduating magna cum laude and completed her MBA in personal financial planning from Georgia State University. Wajma strives to provide top notch service combining sound technical knowledge with a warm, caring attitude. Wajma lives in Atlanta and enjoys travel, family, good movies and fun sporting events.
Gordon Abel
Chief Marketing Officer
Mr. Abel is responsible for all strategic brand architecture and marketing development for Dynasty Financial Partners. He leverages new marketing platforms, technology and data to build awareness and heighten customer value across relevant paid, owned and earned channels. This includes driving engagement across the growing social media landscape, developing industry-leading thought leadership content for distribution, expanding efforts in mobile and video as well as optimizing website and search engine best practices. In addition, he is the point person for all external marketing resource partners.
Sally Cates
Director of Public Relations and Communications
Ms. Cates is responsible for public relations for Dynasty Financial Partners and the Dynasty Network of Advisors. She has designed and managed worldwide public relations programs and has strong, sophisticated media relations and communications skills. Prior, she handled public relations for Standard Chartered Private Bank – Americas, International Planning Group and Evercore Wealth Management. Before that, she led corporate communications at Thomson Reuters and at Epsilon, a leading digital marketing firm. Before that, she was at Citigroup and led global communications for The Citigroup Private Bank.
Justin Barish
Vice President, Digital Marketing
As VP, Digital Marketing, Mr. Barish is responsible for supporting the 45+ advisory firms in The Dynasty Network as well as for the Dynasty Financial Partners corporate brand. Mr. Barish spearheads digital marketing strategy related to awareness generation, brand interest building, and customer/prospect engagement across paid, owned, and earned digital channels. This includes search engine optimization, targeted social media, display advertising, web analytics, email marketing, and more.

Mr. Barish is a graduate of Northeastern University where he earned a BS in entrepreneurship and marketing. Prior to joining Dynasty, Mr. Barish held a digital marketing role at VMware in Palo Alto as well as at LevelUp; a Google backed startup. During his time at LevelUp, Mr. Barish formed relationships with over 100 strategic partners. At VMware he worked to build an internal social network, resulting in millions of impressions. Mr. Barish also spent time at Branderati, a social media agency, where he helped manage social media accounts for clients like Vogue Magazine and The NBA.

In his free time, Mr. Barish enjoys collecting records, snowboarding, mountain biking, and world travel.

Operations and Compliance

Meridith Mimbs
Director of Private Client Services
Meridith has worked in the financial industry since 2008 starting her career at Merrill Lynch in Jacksonville, FL as an Investment Advisory Specialist. She moved to Atlanta in 2010 where she joined UBS as a Client Service Associate.  Prior to joining Crescent Wealth Advisory, she worked for Morgan Stanley as a Financial Advisor Associate and Practice Manager where she helped lead a team of three Advisors and Support Staff while serving in a Relationship Manager capacity to the team’s existing affluent clients. Meridith is responsible for Crescent’s day to day operations and client experience. Meridith enjoys advocating for shelter animals and spending time with her three rescue dogs.
Leigh Emery
Chief Compliance Officer for the Dynasty Network
Leigh is a career compliance professional, specializing in the RIA space. Leigh has held a number of senior roles both in-house and in the consulting realm, most recently as Associate Director for the Regulatory & Compliance Services team at Constellation Advisers. Leigh’s prior experience includes roles with Blackstone, NorthPoint Compliance, Krasney Financial, as well as branch management roles with Investors Bank and Bank of America. During the course of her career, Leigh has assisted investment advisers of varying sizes and strategies with their initial registration process as well as the execution of their ongoing compliance program, including SEC/NFA exam coordination and preparation, annual reviews, drafting of policies and procedures, custom testing and surveillance, employee training, and the preparation of various regulatory filings.

Leigh received her B.S. in Business Management from the University of Phoenix, a post baccalaureate Certification of Professional Achievement in Business (Finance) from Columbia University with honors, and her M.S. in Jurisprudence (Financial Services Law) from the Seton Hall University School of Law. In February 2018, Leigh earned the Investment Adviser Certified Compliance Professional® (IACCP®) designation.
Marcus S. Wilson
Senior Vice President, Platform Operations
Mr. Wilson oversees the operations platform, serving as a valuable resource for the Dynasty Network. Prior, he was with U.S. Trust, Bank of America/Merrill Lynch’s Private Wealth Management division, where he served as a Client Sales and Service Officer advising ultra-high net worth clients. He was part of the team ranked #28 in the “Top 100 Financial Advisors” list by Barron’s in 2009. He was a Sales Assistant at Bank of America Investment Services’ Premier Banking unit. He began his career at Merrill Lynch, where he provided customer support and managed client investments. Mr. Wilson graduated from Notre Dame.
Samantha Sullivan
Vice President, Platform Operations
Ms. Sullivan is responsible for implementation and administration of managed accounts in the Dynasty Turnkey Asset Management Program, providing ongoing support to the network firms. Prior to joining Dynasty, she was at Las Olas Capital Advisors, a South Florida RIA, where she was in charge of research and portfolio management. Samantha started her career at UBS Financial Services working with a team of Wealth Management Advisors in Fort Lauderdale and continued to work in the Atlanta and New York offices. She received her MBA with a concentration in Finance from Nova Southeastern University and a BS in Exercise Science from Florida State University.
Michael D'Agostino
Vice President, Platform Operations
Mr. D’Agostino joined Dynasty from JP Morgan’s Investor Services department within the Investment Bank, where he served as a Client Service Account Manager for a variety of clients including large institutional banks. He was part of a team that looked after and provided excellent service for more than 600 Investment managers. He previously served as a Fund Accountant on a dedicated team within JP Morgan’s Treasury and Securities Services line of business. Mr. D’Agostino received his BA in Finance from Delaware Valley University.

*The above individual is employed by Dynasty Financial Partners and is not an employee, representative or agent of the Advisor. Dynasty provides services and support to (Crescent Wealth Advisory) (“Advisor”) through a service agreement between the parties. Dynasty is a wholly independent entity and is not an owner, controlling party or an affiliate of Network Advisor. Dynasty, as well the above noted Dynasty employee, is not authorized to act on behalf of the Advisor in any respect and any investment recommendations or other advice is solely from the Advisor and should not be attributable in any respect to Dynasty or its employee. The Dynasty employee’s biographical description is included on this website solely for purposes of showing the scope and breath of Advisor’s available resources and its support team.

*Lion Street is a privately-held financial services distribution company based in Austin, Texas. Lion Street provides elite independent life insurance practitioners like those with Crescent, access to the financial products, intellectual capital and specialized resources needed to meet the sophisticated financial planning needs of both high-net-worth and corporate clients.

Crescent offers traditional and alternative investment strategies through Dynasty Financial Partners. Together, we share a common philosophy about investing with a long-term perspective, whose tenets included avoiding unnecessary risk and reducing fees to enhance net return.

“All Weather” Portfolios

Portfolios are constructed to perform in varying economic environments and focus on generating absolute returns.

Active vs. Passive Management

Passive, cost-effective ETFs are used for exposure to efficient markets, while institutional quality active managers are employed for inefficient sectors that require expertise.

Institutional-level Due Diligence

All components of portfolio management — from manager selection, to underlying securities, to risk profile assessment — pass through Dynasty’s institutional due diligence process.

True Objectivity

Dynasty, nor any of our due diligence partners, receive compensation from recommended asset managers, which is a departure from the norm.

Customization

Using the Dynasty platform, Crescent customizes risk profiles and manager selection to best serve each client’s interests.

Holistic Asset Allocation

For larger relationships, we consider a client’s overall balance sheet and work to reduce risks associated with over-concentration, due to public and private investment holdings.

The Sports Consulting Group at Crescent Wealth Advisory understands the unique financial challenges that professional athletes face. Crescent Wealth Advisory has a full suite of customized services available to help build and protect your wealth and lifestyle.

Personal Financial Management & Aggregated Reporting

Reconcile and maintain detailed accounting records for personal and business entities

Provide a comprehensive and customized financial reporting package

Process bill pay requests which include accounts payable, accounts receivable and manage third party relationships

Manage a wide array of special projects, including real estate, aviation and process and procedure review

Insurance Assessment & Management

Review existing coverage and pricing, discuss areas for improvement and implement changes, if appropriate

Interact with your insurance broker, oversee periodic reviews and provide support on claims management

Create an inventory of valuable assets, including fine art and jewelry, with appraised values and coverage

Investment Advisory

Asset allocation portfolio modeling to meet short and long term goals

Portfolio modeling and rebalancing tailored to your changing needs

Detailed reporting and digital account access via personalized app and dashboard

Budgeting

Bill-pay services to manage timely payment of bills and vendor relationships

Cash management system tracking inflow and outflow of your funds

Budgeting advice and consulting allowing for lifestyle today and saving for the future

Tailored Credit Solution

Secured and unsecured personal loans and lines of credit

Personal credit cards with rewards for everyday expenses and travel and entertainment

Full compliment of residential mortgage loan products and home equity lines of credit

Aircraft loans and leases

Each family we work with have unique needs and requirements to simplify the complexities of family wealth. Crescent Wealth Advisory has a full suite of customized services available to meet your family’s demands.

Personal Financial Management & Aggregated Reporting

Reconcile and maintain detailed accounting records for personal and business entities

Provide a comprehensive and customized financial reporting package

Process bill pay requests which include accounts payable, accounts receivable and manage third party relationships

Manage a wide array of special projects, including real estate, aviation and process and procedure review

Insurance Assessment & Management

Review existing coverage and pricing, discuss areas for improvement and implement changes, if appropriate

Interact with your insurance broker, oversee periodic reviews and provide support on claims management

Create an inventory of valuable assets, including fine art and jewelry, with appraised values and coverage

Wealth Transfer

Create viable multi-generational wealth transfer plans

Pursue continuity of lifestyle and wealth goals for heirs

Identify and communicate opportunities for tax-efficient distributions from flow through entities

Provide individualized education to family members on wealth strategies and policies

Strategic Philanthropic Planning

Develop and implement your giving strategies

Construct appropriate gift structuring to accomplish goals

Create and implement requisite governance frameworks

Manage regulatory and tax compliance obligations

Trust Administration

Formalize and maintain and investment policy statement with you to guide all of your investment decisions

Monitor activities to ensure proper compliance and the intent of wealth transfer structures is achieved

Process distributions of income and principal in accordance with the governing documents and approved strategies

Provide administrative support

The purchase of a life insurance policy should undergo careful analysis, the same as any investment decision. After examining your assets, tax position and estate planning goals, Crescent Wealth Advisory can help you determine the role life insurance can play in meeting your financial needs.

Policy Review & Analysis

Review existing coverage and pricing, discuss areas for improvement and implement changes, if appropriate

Product pricing comparison, stress tests, and design

Carrier negotiations, offer and retention management

Funding design, estate plan integration, tax and cash flow considerations

Comprehensive Policy Management System

On-demand access to policy values

Policy performance tracking making sure policy is performing as expected

Premium notices, contract alerts, and carrier rating changes

Simplified policy reporting aggregating multiple policies into one system

Wealth Transfer

Create viable multi-generational wealth transfer plans

Pursue continuity of lifestyle and wealth goals for heirs

Identify and communicate opportunities for tax-efficient distributions from flow through entities

Provide individualized education to family members on wealth strategies and policies

Estate Planning

Estate tax evaluation and plan design

Develop and implement your family gifting strategies

Strategic philanthropic planning

Living and irrevocable trusts

Incapacity planning and exceptional risk disability underwriting

Family limited partnerships

Advanced Case Design

Premium and Private financing for large case, asset transfer, and gifting strategies

Key-man insurance and business succession planning

Captives

Private placement variable universal life and annuity

Asset protection planning

Multi-life