NEW YORK--(BUSINESS WIRE)--Dynasty Financial Partners is pleased to announce that newly-formed Crescent Wealth Advisory has joined the Dynasty Network of Advisory firms. Crescent Wealth Advisory was launched by Tim Wyrobek and Jeff Taylor, the principals of Crescent Wealth Management, founded in 2003 and one of the leading life insurance consultancy firms targeting the high and ultra-high net worth client market. Both Crescent Wealth Management and Crescent Wealth Advisory are based in Atlanta.
Crescent Wealth Advisory represents an integration of asset protection and wealth management capabilities. The firm was created with the specific objective of providing distinctive asset and investment advisory services for an exclusive clientele, whose complex needs and objectives demand sophisticated solutions.
“As a management team with deep experience working with high net worth families and family offices, we are pleased to expand our business into asset and investment advisory services through the launch of Crescent Wealth Advisory,” said Mr. Wyrobek, Partner of Crescent Wealth Management. “Working with Dynasty Financial Partners, we are positioning our new firm for rapid future growth. Our partnership with Dynasty will also enable us to seize opportunities to expand our distinctive business model and become an attractive destination for top advisors to serve their clients.”
“We are delighted to be launching our new RIA and are pleased to offer our clients an open architecture investment platform,” said Mr. Taylor, Partner of Crescent Wealth Management. “We are well-positioned to broaden our firm’s capabilities into the asset and investment advisory segment. We have deep connections in the Southeast region and a far-reaching network. We look forward to enlarging our footprint to serve clients nationwide.”
Crescent will be using the Dynasty Desktop and, as part of Dynasty’s integrated RIA platform, the firm will be leveraging Fidelity Institutional Services for custody, Addepar for reporting and Callan for separately managed account manager research. Crescent will be partnering with Dynasty to optimize the organic growth of their RIA, and position Crescent as a desired destination, throughout the Southeastern U.S., for advisors to join and grow their wealth management practices.
“Tim and Jeff have extraordinary experience in working with wealthy clients and their families on developing long-range planning strategies. It’s a natural evolution for them to leverage their deep connections with their clients to expand their business into asset and investment advisory services,” said Shirl Penney, Dynasty’s CEO. “Many banks and insurance companies are seeking to enter the RIA market and we are very selective when choosing our partners. We are proud to welcome Crescent Wealth Advisory as a Dynasty Network Advisory Firm. They will join our community of elite independent advisors and we look forward to partnering with them to serve their clients and to position their firm for future growth.”
Crescent Wealth Advisory will engage with Dynasty on building out their firm utilizing Dynasty’s OCIO platform, its support and guidance on inorganic growth for advisor acquisitions and extensive practice management consultancy including marketing and branding, and in streamlining their operations and technology. For more information, please visit www.crescentwealthadvisory.com.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and seek to grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.
Dynasty Financial Partners has corporate offices in New York City, Chicago, Coral Gables, Florida and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com.
Also visit Dynasty on social media: