A complete list of active advisors currently associated with Cresscila Wealth Management

Warmer can help you find a great advisor at Cresscila Wealth Management or one who fits your needs even better.

Cresscila Wealth Management is a small, independent advisory firm that provides standalone financial planning, ongoing financial planning, and portfolio management to individuals, high‑net‑worth clients, charitable organizations, and business entities. As a solo practitioner practice, it offers both project-based and ongoing advisory services tailored to individual goals and circumstances, including hourly consulting for specialized projects. The firm describes an investment process that includes creating a written Investment Policy Statement for each client and using a mix of fundamental analysis, modern portfolio theory, and quantitative methods to inform long‑term portfolio decisions. Rather than charging a percentage of assets under management, Cresscila uses retainer/flat‑fee and hourly billing models and makes use of model portfolios and tax‑aware strategies available through the Altruist Model Marketplace and related Altruist services. Distinctive operational features include a requirement that clients custody assets through Altruist and participation in the Altruist One bundled program and Model Marketplace (with the firm absorbing subscription costs for enrolled clients). The firm also emphasizes advanced planning services—such as equity compensation modeling, business‑owner planning, and multi‑year tax and estate guidance—and provides 90 days of post‑plan support after standalone plan delivery.

To learn more about the advisors currently working at Cresscila Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.