Customized Investment Solutions, Small Business Consulting, Tax Planning, Legacy and Estate Planning, Funding Child's Education, Making Charitable Donations and more.We have a passion for helping our clients make the most important financial decisions of their lives. Our focus is to help you grow, protect, and manage your wealth by developing customized solutions on your terms. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Crescent Wealth Partners and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Crescent Wealth Partners unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts on found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC as the accuracy or completeness.

We specialize in helping franchise owners meet varied financial and business goals, including the eventual transfer of the business, and we’re here to help you every step of the way.