The Cresset Advantage

Investing the way it should be

Our approach to wealth advisory is to provide expert advice and thoughtful custom solutions for our clients by offering unparalleled access to a full range of specialized wealth management and financial planning services.

We believe…

  • in putting the client first in all things
  • in uncompromising alignment with our clients
  • in the benefits of the private marketplace to grow wealth over time
  • in providing unique access to the private marketplace for our clients
  • in providing access to public and private investments in the most cost-effective way possible
  • in full and complete transparency to our clients
  • in going beyond the traditional to help our clients achieve their goals
  • in extreme accountability and doing what we say we will do
  • in faster innovation to ensure the most up-to-date systems and solutions for our clients
  • in hiring great people–always
  • in giving back to the communities we serve