At a Glance

Cresset Wealth Advisors is a fee-only, Registered Investment Advisor (RIA) offering sophisticated and personalized wealth advisory and financial planning services

Vision

At Cresset, our vision is to reinvent the way people experience wealth and enhance their financial well-being, by expanding access to a proven ecosystem of ideas, solutions and talent.

Investing the way it should be

  • Investment Advisory
  • Financial Planning

Compelling Competitive Advantage

  • Sophisticated financial planning
  • Opportunity to invest in active and passive solutions and public and private vehicles
  • Clients receive preferred access to alternative investments
  • Fiduciary
  • Private Company Investment
  • Real Estate & Credit

Attractive Client Value Proposition

  • Direct investment opportunities structured to generate current cash flow and strong projected risk-adjusted rates of returns
  • Tax benefits and potential for enhanced returns created through longer hold periods

The Cresset Difference

  • Client First
  • Uncompromising Alignment
  • Extreme Accountability
  • Transparency
  • Access to Innovative Private and Public Market Investments
  • Giving Back and Community Focused

Leading Technology

Cresset is focused on creating the most client-friendly, contemporary, and intuitive technology solutions available for our clients. We are unburdened by the large, legacy technology systems of traditional institutions so we’re able to create a brand new technology experience for our clients. We’re creating the opportunity for clients to experience their wealth in ways most relevant to them – whenever and however they want.