While others talk about business models, Crescent Wealth Management’s team squarely focuses on its clients. The language is as distinctive as the client collaboration.
Expertise is a given, but listening skills and flexibility also greatly matter. “We approach everyone with humility, empathy and gratitude,” Managing Director Emory Hendrix says.
Portfolios under Crescent’s care are typically valued at $3 million-$30 million; however, they serve only about 100 families. “We’re committed to serving and growing with care and capacity,” Financial Advisor Kent Brace says.
Crescent Wealth Management
124 Verdae Blvd., Suite 105, Greenville
864.464.9626 / crescentwm.com
