Individual Services

All of our lives are full of complexity which often results in things being left undone or done incompletely. This was one of the founding principles behind the creation of Crescent Wealth Counsel, to afford client the opportunity to simplify their financial lives without sacrificing the vast array of expertise required to make aspirations into realities. Our specialists are ready to understand your aspirations and translate them into solid financial terms and programs to creating a lasting sense of comfort.

Click on each item to see how Crescent Wealth Counsel can assist in these critical areas of your financial well-being:

Crescent Wealth Counsel

25150 North Windy Walk Drive, Unit 15 | Scottsdale, Arizona 85255

480-575-2784 | dgalda@crescentwealthcounsel.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Crescent Wealth Counsel are not affiliated.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, ID, MD, MI, MN, NJ, PA, SC, TX, UT, VT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Sterling Wealth Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

Crescent Wealth Counsel