At Crescent Private Wealth, we provide service that values your purpose as the driving force behind our actions. Each of us holds certain values that truly matter in our lives, and for the majority of us, our existence revolves around supporting, nurturing, and progressing what holds significance to us.
As an experienced Wealth Advisor, Ahmad Quqa founded the company in 2024 to provide clients with a higher level of service. Respectively, Associates Mona Amiri, Heidi Moreno, and Ibraheem Amin joined Quqa bringing to Crescent Private Wealth experience, investment management, and together, they have built a team that consistently delivers in delivering comprehensive financial solutions and client satisfaction.
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 1400 Crescent Green,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.crescentpw.com
- Keywords
- Cary.
- HQ
- Cary, North Carolina
Crescent Private Wealth Questions
Crescent Private Wealth's website is http://www.crescentpw.com
Crescent Private Wealth's LinkedIn profile is https://www.linkedin.com/company/crescentprivatewealth
Crescent Private Wealth has
10 employees.
View email and phone details for 10
employees at Crescent Private Wealth.
Crescent Private Wealth's industry is
Financial Services
Crescent Private Wealth's top competitors are
Salaam Institute,
Assad Wealth Management,
Rfg Advisory,
Salaam,
The Intentional Currency,
Haqq,
Devon Islamic Finance,
Advitalize,
Inaeya Wealth Management Llc,
Crescent Wealth Management, Inc..
Crescent Private Wealth's categories are Financial Services
Crescent Private Wealth's founding year is 2024
