WEALTH MANAGEMENT
WEALTH MANAGEMENT
Our wealth management service focuses on growing and protecting your wealth through strategic investment management.
We create diversified portfolios, optimize for tax efficiency, and adjust strategies over time based on your evolving needs. As you age, we adapt your investment mix to reflect a more conservative risk level, ensuring stability as you near retirement.
Our wealth management service focuses on growing and protecting your wealth through strategic investment management.
We create diversified portfolios, optimize for tax efficiency, and adjust strategies over time based on your evolving needs. As you age, we adapt your investment mix to reflect a more conservative risk level, ensuring stability as you near retirement.
Whether you seek long-term growth, want to reduce tax liabilities, or wish to align investments with your values—like Sharia-compliant investing, Biblically Responsible Investing (BRI), or purifying wealth through Zakat—we tailor our approach to your goals. Our focus is on providing personalized attention and building a lasting partnership, helping you navigate the complexities of wealth with confidence.
Whether you seek long-term growth, want to reduce tax liabilities, or wish to align investments with your values—like Sharia-compliant investing, Biblically Responsible Investing (BRI), or purifying wealth through Zakat—we tailor our approach to your goals. Our focus is on providing personalized attention and building a lasting partnership, helping you navigate the complexities of wealth with confidence.
WE'D LOVE TO HEAR FROM YOU
For more details about our firm and the services we provide, feel free to drop us a quick email or give our office a call. We’d be delighted to connect and discuss how we can assist you
info@crescent-is.com| 469-666-7106
WE'D LOVE TO HEAR FROM YOU
For more details about our firm and the services we provide, feel free to drop us a quick email or give our office a call. We’d be delighted to connect and discuss how we can assist you
info@crescent-is.com
469-666-7106
General Investment Disclaimer
Crescent Investment Solutions LLC is a Registered Investment Advisor in Texas. The material on this site is for informational purposes only and should not be construed as an indicator of future performance, an offer to sell, or a solicitation of an offer to buy any security. We do not offer or sell securities in any jurisdiction where such actions would be unlawful under applicable securities laws. Transactions or investment advice may only be rendered after meeting state-specific licensing requirements or if exempt. For licensing status or disciplinary history of Crescent Investment Solutions or its agents, please contact your state securities law administrator.
Custodian Information
Crescent Investment Solutions LLC partners with Charles Schwab as our primary custodian to ensure your assets are securely held and managed. We work closely with Schwab to provide a seamless experience for managing your investments.
ESG Investment Disclaimer
Crescent Investment Solutions LLC offers ESG (Environmental, Social, and Governance) investment strategies that align with our clients’ values. Please note that while ESG investments aim to promote sustainable and responsible practices, they may also carry additional risks or may underperform compared to non-ESG investments. The selection of ESG investments is based on criteria that may exclude certain industries or companies, which could impact overall portfolio performance. As with all investments, there are no guarantees of future returns.
Hypothetical and Extracted Performance Disclaimer
Any references to hypothetical or extracted performance on this site are not indicative of future results. Such performance data is inherently limited and does not reflect actual trading or the impact of market factors, such as liquidity constraints. Clients should not assume that future performance will mirror hypothetical or extracted performance.