Crescent Wealth Partners

What Crescent Wealth Partners does

Crescent Wealth Partners is a privately held, multi-office registered investment advisory firm headquartered in Sarasota, Florida, that delivers comprehensive wealth management services to affluent individuals, families, and small business owners across 31+ U.S. states. Founded circa 1990 as a family practice in Toledo, Ohio, the firm has grown to four physical locations (Sarasota FL, Exeter NH, Atlanta GA, Columbus OH) and now operates with a team of approximately ten advisors and operations staff holding CFP, CRPC, CIMA, APMA, and Certified Kingdom Advisor designations. Its core offering, the Comprehensive Wealth Plan, integrates customized investment management — delivered through a data-driven algorithmic partnership with Helios Quantitative — with tax planning, estate planning, retirement planning, asset and risk management, cash flow and debt strategy, small business consulting, educational funding, and charitable giving services.

The firm's revenue model combines recurring advisory/management fees (earned through its registered investment adviser relationship with NewEdge Advisors, LLC) with one-time and ongoing financial planning engagements, priced on a bespoke consultative basis with complimentary initial reviews. Distribution is sales-led and advisor-driven, reliant on referrals, content marketing (blog, LinkedIn, Facebook, email, and an extensive educational resource library), and local community presence through physical offices. In 2024 the firm expanded its product surface by launching Bitcoin Wealth Partners, a specialized sub-brand integrating digital asset advisory into traditional wealth planning, and it operates Crescent Franchise Solutions as a wholly-owned franchise consulting sub-brand. The firm also pursues niche customer segments including first responders and faith-based families through dedicated advisors with specialized expertise.

Name

Crescent Wealth Partners

Legal name

Crescent Wealth Partners

Website

https://cwpadvisorygroup.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

Crescent Wealth Partners is a privately held registered investment advisory firm providing comprehensive wealth management, tax, estate, and retirement planning to affluent individuals, families, and small businesses across 31+ U.S. states through four regional offices.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industries

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Wealth management services
• Investment advisory
• Retirement planning
• Estate planning
• Financial planning

Headquarters

HQ city

Sarasota

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory/Management Fees: The firm operates as a registered investment adviser through NewEdge Advisors, LLC, generating revenue through advisory fees for comprehensive wealth management services including investment management, financial planning, tax planning, and estate planning.
2. Financial Planning Services: One-time and ongoing financial planning engagements for comprehensive wealth plans, retirement planning, estate planning, and small business consulting.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Crescent Wealth Partners is a privately held wealth management firm providing integrated financial planning, investment management, tax and estate planning, retirement planning, and asset management services to individuals, families, and small business owners. The firm operates multiple office locations and maintains specialized divisions such as Bitcoin Wealth Partners, with investment solutions powered by data-driven algorithms through a partnership with Helios Quantitative.

Product overview

Crescent Wealth Partners is a wealth management advisory firm offering a comprehensive, unified service platform rather than discrete software products. The core offering is the Comprehensive Wealth Plan, which integrates multiple service modules including Customized Investment Solutions, Tax Planning, Estate Planning, Retirement Planning, Asset & Risk Management, Cash Flow & Debt Strategy, Small Business Consulting, Educational Funding, and Charitable Giving Planning. The firm also operates a sub-brand called Bitcoin Wealth Partners, which provides specialized digital asset investment advisory services for clients seeking to integrate Bitcoin into their portfolios. Additionally, the firm offers Assisted Living Planning as a specialized service helping families navigate the financial complexities of aging care.

Differentiator

Problem solved

Functional benefit

Brands

• Crescent Franchise Solutions: A division of Crescent Wealth Partners offering franchise business consulting services.
• Bitcoin Wealth Partners

Products and services

• Comprehensive Wealth Plan An integrated financial planning engagement that consolidates investment management, tax planning, estate planning, and retirement planning into a single coordinated strategy for individuals, families, and small business owners.
• Customized Investment Solutions A data-driven investment management service utilizing algorithmic portfolio construction through the firm's partnership with Helios Quantitative, tailored to each client's risk profile and goals.
• Bitcoin Wealth Partners A specialized advisory division of Crescent Wealth Partners dedicated to cryptocurrency and digital asset wealth management for clients seeking exposure to Bitcoin and related assets.
• Assisted Living Planning A specialized planning service for individuals and families navigating long-term care, assisted living, and elder care financial decisions, including coordination with broader estate and retirement plans.

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered core and minor.

• Helios Quantitative (Chris Shuba)coreTechnology or IntegrationHelios Quantitative provides data-driven algorithmic investment processes that take emotion and impulse out of investment decisions. Their unique algorithms aim to grow clients' wealth and take advantage of market opportunities. CWP partners with Helios to deliver systematic, algorithm-based investment management to clients.
• Expand Financial, LLC (Greg Bakke)coreImplementation/ SI/ Consulting PartnerExpand Financial specializes in retirement plans (401k, 403b, 457, cash balance, pension) acting as plan consultant and fiduciary investment manager. They work closely with CWP on plan design, plan liability, cost, and investment quality, bringing ERISA expertise aligned with CWP's advisory principles.
• SMART Concepts Group (Tom Titus)minorStrategic or Co-development PartnerSMART Concepts Group provides professional coaching and leadership consulting for financial services practices, including strategies, techniques, and tools for individuals, partnerships and teams pursuing growth, transition, business development, and succession plan solutions.
• Rusty L. Williams, CPA, LLC (Rusty L. Williams)coreImplementation/ SI/ Consulting PartnerRusty Williams is a CPA, Certified Financial Planner (CFP), and Personal Financial Specialist (PFS) specializing in corporate and individual tax accounting, personal financial planning, and business planning. Partnership provides integrated tax and financial planning services.
• My College Resource (Debra Landesberg)minorStrategic or Co-development PartnerMy College Resource provides information on financial aid, scholarships, college essays, and resumes. Debra Landesberg helps students prepare for college with step-by-step guidance, minimizing stress from the application process. CWP refers clients for college planning services.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Creative Planning: Large, multi-state registered investment adviser offering holistic wealth management, tax, estate, and retirement planning across offices nationally. Directly comparable to CWP on service breadth, RIA structure, and target HNW households, though materially larger in scale.
• Sanctuary Wealth: RIA platform partnering with experienced wealth teams to deliver holistic financial planning and investment management to HNW clients. Comparable to CWP in advisor-led, comprehensive wealth services across multiple geographies.
• Mariner Wealth Advisors: Independent RIA providing comprehensive wealth advisory, tax, estate, and retirement services to HNW individuals and families. Closely comparable to CWP's holistic Comprehensive Wealth Plan model and multi-office footprint.
• Buckingham Strategic Wealth: Independent RIA offering comprehensive wealth management, tax, estate, and retirement planning to HNW households. Closely comparable service mix and target client to CWP, also emphasizing fiduciary, fee-only advisory relationships.

Broad incumbents

• Carson Group: National RIA and coaching platform supporting independent financial advisors with investment management, practice management, and holistic planning resources. Comparable to CWP in serving advisors and households with holistic financial planning, but operates at a vastly larger partnership-network scale.
• Goldman Sachs Personal Financial Management: Mass-affluent and HNW wealth advisory arm of Goldman Sachs offering comprehensive financial planning, investment management, and banking solutions. Comparable to CWP in serving HNW households with holistic planning, but part of a far larger financial institution.
• Hightower Advisors: National RIA partnership model providing wealth management, planning, and consulting to HNW clients via advisor teams. Comparable to CWP in holistic wealth services and multi-state reach, but materially larger and PE-backed.
• Edelman Financial Engines: One of the largest U.S. RIAs providing investment management, financial planning, and retirement advice across all wealth tiers. Comparable to CWP in fee-based advice and retirement focus, but at vastly greater scale and brand recognition.
• Schwab Wealth Advisory: Charles Schwab's discretionary and advice-based wealth management service for HNW and mass-affluent households. Comparable to CWP in target client segment and algorithm-augmented portfolio management, but with the scale and custody backing of Schwab.

Emerging players

• Facet Wealth: Tech-enabled, flat-fee RIA delivering comprehensive financial planning virtually to affluent households nationally. Comparable to CWP in providing holistic planning rather than purely investment management, with a differentiated digital delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Crescentwealthpartners
• LinkedInlinkedin.com/company/crescent-wealth-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Crescent Wealth Partners