Crescent Wealth Counsel was created with one simple goal —to help clients simplify their financial lives. Our difference is a focus on protecting your wealth, stimulating its growth in a manner comfortable to you, and being a passionate mentor in transforming personal dreams into realities. At Crescent, we build long term relationships by working one-on-one with you to discover and define your personal aspirations, and then devise a plan to accomplish it when you want it. We believe the best way to do that is by surrounding you with a team of skilled professionals who work together in a coordinated fashion, to accomplish your goals, and give you both thoughtful answers and satisfaction.

The Crescent Advantage is our:

  • independence
  • work ethic
  • creativity and imagination
  • knowledge of markets and instruments
  • commitment to traditional values and commercial honor, and
  • total focus on high client satisfaction

Upcoming Events

Date Location Subject
October 14, 2023 Financial Well Being Remington’s, 7200 North Scottsdale Road, Scottsdale, Arizona 58253

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Crescent Wealth Counsel