Congratulations
On Being Named a
2009 FIVE STAR Best in Client Satisfaction Wealth Manager
Crescent Wealth Management Team
Suite 1220
Atlanta, GA 30339
(770) 431-1260
(800) 520-7106
info@crescentwealth.com
www.crescentwealth.com
Helping You Build, Manage and Preserve Wealth for Yourself, Your Family and Your Business
- Boutique wealth management firm providing unbiased, highly personalized service and advice
- Personal insurance and risk management analysis and review for business owners, executives and families
- Custom-tailored investment strategies to help meet each client’s unique needs and goals
Area of Focus: Investment review and benchmark analysis; life insurance review and needs analysis; life settlements; and premium financing
Advisor is licensed/registered to do business with U.S. residents in the states of: GA
Securities are offered through Mid Atlantic Capital Corporation (“MACC”) a registered broker dealer, Member FINRA/SIPC. Financial advice is offered through Crescent Wealth Capital Management, LLC (“CWCM”) a Registered Investment Adviser. Crescent Wealth Management and Crescent Wealth Capital Management, LLC are not a subsidiary or control affiliate of MACC.
Crescent Wealth Management and the FIVE STAR Program are not affiliated.
Individuals Pictured within the video are not Crescent Wealth Management clients. Actual client results and experiences will vary.
Left to right: Two-Year Winners Jeff Taylor and Tim Wyrobek
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.