We have a passion for helping our clients make the most important financial decisions of their lives. Whether it is a House, Car or College, our clients receive guidance in all areas of their financial lives. Our clients experience comprehensive tax strategies that often help them save money and improve their investment returns.
We make sure you are prepared for current tax requirements. Through comprehensive planning, our goal is to protect your assets. You will know the risks that would attempt to undermine the growth of your assets and hinder you reaching your goals. We make sure your wealth is protected for you and your beneficiaries.
We make sure you are prepared for current tax requirements. Through comprehensive planning, our goal is to protect your assets. You will know the risks that would attempt to undermine the growth of your assets and hinder you reaching your goals. We make sure your wealth is protected for you and your beneficiaries.
Services
We serve families and businesses in over 31 states, we are proud of our over 35-year history of being a family practice that started in Toledo, Ohio and landed in Sarasota, Florida. Crescent Wealth Partners has always been about caring more about our clients as people, not a line item on a report. We take our name seriously.
Crescent Wealth Partners are fully dedicated and honored to serve as the steward of our clients assets. Brian earned his Bachelor of Arts from Wittenberg University, Certified Retirement Planning Counselor (CRPC) designation and holds series 65 and Insurance licensures. Brian is a financial advisor with over 20 years of experience and enjoys educating and guiding his clients to make good decisions and avoid mistakes.
We have a passion for helping our clients make the most important financial decisions of their lives. We offer strategic asset management solutions and holistic and comprehensive financial planning. We provide transparent and unbiased advice critical to helping you make the right decisions and avoid big mistakes.
Crescent Wealth Partners provide the highest level of service possible with the greatest efficiency. Our goal is to help you be well prepared and focused on the unforeseen challenges now and in the future. Being affluent comes with many rewards; however, it also introduces complex financial matters that may require professional advice.
Working with Brent and his team at Crescent Wealth Partners is truly a pleasure, Thank you all! I have been working with Brent Hillerich for many years now and it is in times like these, I am glad we have professionals like Brent and his team looking out for our financial interests.
The bucket chart the team pulled together looks very simple (on-purpose) but I know behind the simplicity there is a lot of work, analyses, and pro-active thinking that goes into it.I simply wanted to pass along to you and the CWP team a big thanks for your efforts and consistently making me feel like I have a true advisory group looking out for my best interests.
The bucket chart the team pulled together looks very simple (on-purpose) but I know behind the simplicity there is a lot of work, analyses, and pro-active thinking that goes into it.I simply wanted to pass along to you and the CWP team a big thanks for your efforts and consistently making me feel like I have a true advisory group looking out for my best interests.
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