Crescendo Wealth Group LLC

Ruth Rivera is a financial advisor at Crescendo Wealth Group LLC in Round Rock, TX, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Resources Investment Advisors, Inc. for 10 years. In addition to her advisory role, she owns ARM, LLC, a consulting business focused on 401(k) administration and compliance for employer-sponsored plans. Crescendo Wealth Group provides ongoing portfolio management for individual clients and consulting services to pension and employee benefit plans. The firm uses a range of investment vehicles and manages accounts on a discretionary basis, employing long-term strategies informed by fundamental and quantitative analysis.

Jeremiah Sanchez is a financial advisor at Crescendo Wealth Group LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Merrill Lynch, Victory Capital, and Bukaty Financial. He is also the owner of Crescendo Private Wealth Advisory, LLC, an independent licensed insurance agency that is currently inactive. Crescendo Wealth Group provides ongoing portfolio management for individual clients and consulting services to pension and employee benefit plans. The firm employs long-term investment strategies supported by quantitative methods and offers a range of investment vehicles while also directing clients to third-party managers when appropriate.