how we work
Our services are focused on you.
Welcome to Crescendo Wealth Management, where we partner with you to achieve financial independence and live the life you envision. As an independent, woman-owned firm, we specialize in holistic financial planning tailored to your personal situation and goals. Whether you're planning for retirement, managing a business, or navigating the complexities of high-net-worth investments, we're here to help you every step of the way.
Unbiased guidance
Personalized ADVISING
GENUINE support
who we serve
Where are you on your financial journey?
ABOUT us
Our 'why' is important.
At Crescendo Wealth Management, we believe in the power of personalized financial planning. Our firm is dedicated to understanding your unique needs and goals. We prioritize communication and trust, ensuring that our client relationships are built on a solid foundation of mutual respect and understanding.
our process
Get to know how we work.
Financial planning isn't something you do once and put it on a shelf. It’s about ongoing analysis, planning and what if scenarios to make sure you continue to feel comfortable living your best life for a long as you live. Check out our process below to find out how we help co-plan your dreams into reality.
Listen
We start by understanding your unique story—your finances, goals, concerns, and dreams. This foundation helps us tailor a personalized financial plan for you.
Learn
We analyze your current financial situation to identify strengths and weaknesses, ensuring we understand how they impact your short and long-term goals.
Develop
We create customized strategies to achieve your goals, exploring alternative approaches and consulting with experts to provide the best options.
Advise
We review our recommendations with you, discussing how each strategy helps you reach your goals. Together, we choose the best options for your financial future.
BLOG
Stay up to date with us.
W67 N222 Evergreen Blvd Suite 100
Cedarburg, WI 53012
© 2023 All Rights Reserved | Powered by Levitate | Privacy Policy | Disclosures
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Crescendo Wealth Management, LLC and JWC/JWCA are unaffiliated entities. 'Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of JWC/JWCA.'
For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.