Crescent Wealth Advisory
@crescentwealthadvisory.com
Crescent Wealth Advisory represents an integration of asset protection and asset management competencies. This powerful combination ensures a transference of industry expertise, unlimited access to best-in-class investment solutions, and an expanded network of service providers. The firm was launched by Tim Wyrobek and Jeff Taylor, the principals of Crescent Wealth Management, a leading asset protection consultancy firm founded in 2003. Working with Crescent Wealth Advisory is your opportunity to achieve more. Crescent Wealth Advisory develops solutions that are in line with both your objectives and your values. We are an SEC-registered, independent, employee-owned firm that is not constrained or influenced by policies and procedures that restrict large brokerage and asset management firms who have inherent conflicts of interest. With complete and true objectivity and transparency, Crescent Wealth Advisory can help you pursue your goals. Our team of fiduciaries serve your best interests in an unbiased, conflict-free manner. The Crescent team works closely with high net worth individuals, affluent families and family offices to understand their current circumstances, near-term and long-range goals and the family dynamics that drive or influence expectations.
Crescent Wealth Advisory's Company Logos
Crescent Wealth Advisory's Brand Colors
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Color name
RGB
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CMYK
#3B6E8F
Calypso
59, 110, 143
204, 42, 40
59, 23, 0, 44
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#253551
Rhino
37, 53, 81
218, 37, 23
54, 35, 0, 68
About Crescent Wealth Advisory
Crescent Wealth Advisory is a registered investment advisor in Georgia, serving an exclusive clientele with complex financial needs and objectives. The firm provides asset management and tailored advice intended to align solutions with clients’ plans and values. Its approach centers on objective guidance and trusted relationships, supporting clients and their advisors through financial and personal transitions, including business sales or acquisitions and significant life events.
Crescent offers customized family office services to address the varied needs of families. Its insurance consulting helps clients consider the role life insurance may play in their financial plans. The firm also provides sports consulting, drawing on its understanding of the distinct financial challenges professional athletes face. Together, these services offer individualized support for clients seeking sophisticated solutions.
Crescent lists offices and locations in Atlanta, Austin, Birmingham, Myrtle Beach, Winter Park, and Baton Rouge. The firm provides information about its approach and competencies, along with client and agent/advisor portals. Prospective clients can learn more about the firm’s services and how to become a client.
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