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Robert P

CFP®, Series 65

Austin, TX

Cresset Asset Management, LLC

Robert Politz is a CFP® with six years of industry experience, currently serving at Cresset Asset Management, LLC. He has worked at Cresset since 2023 and previously held roles at Avondale Wealth Management and Pilytix LLC. Politz also spent time with the St. Louis Cardinals organization and attended Yale University. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach that includes strategic asset allocation, manager selection, and a combination of active and passive strategies across public and alternative asset classes.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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