A complete list of active advisors currently associated with Cresscila Wealth Management

Warmer can help you find a great advisor at Cresscila Wealth Management or one who fits your needs even better.

Cresscila Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. Services include standalone financial plans, ongoing planning with two service tiers (Standard and Premier), hourly consulting, and specialized projects such as advanced equity compensation modeling and business-owner cash flow and retirement plan analysis. The firm’s investment process blends fundamental analysis, modern portfolio theory, and quantitative methods and typically employs a long-term trading approach documented in an Investment Policy Statement; it offers both discretionary and non-discretionary management. Cresscila also uses model portfolios and tax-management tools available through the Altruist Model Marketplace and may enroll accounts in the Altruist One subscription program, and it requires clients to custody assets with Altruist. Notably, the firm does not use percentage-of-assets-under-management pricing and instead operates under fixed and hourly fee arrangements, a structure that is uncommon among independent advisers. Additional distinguishing features include no third‑party managers used, no performance‑based fees accepted, a recent formation with no assets under management as of the latest filing, and a mandatory custodian relationship through Altruist.

To learn more about the advisors currently working at Cresscila Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.