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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 it's 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


 

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Upcoming Events
Date Subject
October 14, 2017  Financial Well Being....Remington's, Scottsdale Road, Scottsdale, AZ.  1:30PM
 
 

 

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2415 East Camelback Road Suite 700
Phoenix, AZ  85016
Phone 480-575-2784   Fax

©2017 Crescent Wealth Counsel. All rights reserved.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of:
AZ, CA, CO, FL, GA, MI, NJ, PA, TX, VA, VT, WA.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Crescent Wealth Counsel are not affiliated.
Check the background of this firm and investment professional on FINRA's BrokerCheck