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Updates

With the New Year approaching, now is the perfect time to assess your Financial Plans. It has been a unique year, but no matter what curveballs you have been thrown, you can still adjust your course to achieve your goals. Achieve Your Dreams in the New Year with a Financial Plan - - > https://cwp...

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Being affluent comes with many rewards; however, it also introduces complex financial matters that may require professional advice. Crescent Wealth can partner with you. If you have questions about financial matters feel free to schedule a complimentary call with Crescent Wealth Partners here: ht...

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Your kids will most likely receive monetary gifts throughout their youth for birthdays, graduations, and other special occasions. Instead of depositing or investing the money for them, why not take these opportunities to teach your children how to manage money. Learn more in this blog - - > https...

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ASSET & RISK MANAGEMENT: Through comprehensive planning, our goal is to protect your assets. You will know the risks that would attempt to undermine the growth of your assets and hinder you from reaching your goals. LEARN HOW WE CAN HELP! If you have questions about financial matters feel free to...

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Being affluent comes with many rewards; however, it also introduces complex financial matters that may require professional advice. Crescent Wealth can partner with you. If you have questions about financial matters feel free to schedule a complimentary call with Crescent Wealth Partners here: ht...

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Call now

Testimonials

a year ago
Working with Brent and his team at CWP is truly a pleasure, Thank you all!
- M S
a year ago
I have been working with Brent Hillerich for many years now and it is in times like these, I am glade we have professionals like Brent and his team looking out for our financial interests.
- Bart W
a year ago
Professional Staff, great client services. They always treat as if I am there only client.
- J R

You’ll be prepared. We get you there.

It’s Not Just About Money for Retirement, 

It’s About Lifestyle Too

You’ll be prepared.  We help you get there.

Experienced Investment Management, Wealth Management and Retirement Planning Nationwide.

“Am I going to run out of money in retirement?” Not on our watch.

We offer a Comprehensive Wealth Plan to make sure you don’t lose the wealth you created.  

TAX PLANNING STRATEGY
Our clients experience comprehensive tax strategies that often help them save money and improve their investment returns. We make sure you are prepared for current tax requirements.

ASSET & RISK MANAGEMENT
Through comprehensive planning, our goal is to protect your assets.   You will know the risks that would attempt to undermine the growth of your assets and hinder you reaching your goals.

ESTATE PLANNING
We make sure your wealth is protected for you and your beneficiaries.  We walk our clients through the process to ensure that your finances and assets are managed in the way that you determine.

CASH FLOW & DEBT STRATEGY
We offer comprehensive advice to help your assets grow. We have helped clients with everything from complex financial planning  to determining a plan to eliminate debt.

RETIREMENT PLANNING
We make sure you have a full lifestyle retirement plan.  This means more than income goals, it’s about the different personal goals for you and your family.

INVESTMENT PLANNING
We can manage your assets using cost conscious and quality driven investment solutions based upon data driven algorithms.

Call Crescent Wealth Partners Call Today: (941) 923-3663

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Contact

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  • (941) 923-3663

Address

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5674 Marquesas Circle
Sarasota, FL 34233
United States

Business Hours

Mon:8:00 AM – 5:00 PM
Tue:8:00 AM – 5:00 PM
Wed:8:00 AM – 5:00 PM
Thu:8:00 AM – 5:00 PM
Fri:8:00 AM – 4:00 PM
Sat:Closed
Sun:Closed
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