Our Group provides wealth management services, strategies, and solutions to a highly dynamic and accomplished group of clients. We work exclusively with wealth creators – families who have successfully founded, financed, or managed privately or publically held businesses. These families, many of whom are leaders in the venture capital, technology, and healthcare industries, have significant wealth and often have concentrated equity ownership. Our team brings 48 years of industry expertise serving the complex needs of our client demographic and we take great pride in providing a high level of service and proactive investment advice. We also work closely with our clients and their outside tax and legal counsel to create robust and personalized estate plans that ensure the proper transfer and maintenance of wealth over multiple generations. Crest Capital Advisors was named to the Financial Times Top 300 Financial Advisor list in both 2016 and 2017.
