Our Firm
ABOUT US
Welcome to your financial future.
At Crescendo Wealth Management, located in Cedarburg, Wisconsin, we believe in empowering our clients to navigate the complex world of finance with confidence and ease. Our mission is to provide you with personalized financial guidance that respects your unique life goals and financial dreams.
Our mission.
COMMITTMENT TO EXCELLENCE
Our approach is simple yet profound: we listen before we advise. Understanding your individual needs and aspirations helps us craft tailored strategies to accomplish your goals. Whether you are an established professional, a thriving entrepreneur, or approaching retirement, our team is equipped to illuminate your path to financial clarity and security.
Get to know our partners.
Our firm’s FINRA & SEC regulatory, compliance and processing requirements are met through our partnership with with J.W. Cole Financial and J.W. Cole Advisors. Crescendo Wealth Management, LLC and JWC/JWCA are unaffiliated entities.
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.
W67 N222 Evergreen Blvd Suite 100
Cedarburg, WI 53012
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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.