What kind of services do you provide for growing families and professionals?

We offer a range of services designed to support growing families and professionals, including comprehensive financial planning, asset management, tax planning, debt management, and disability and risk management. Each service is tailored to help you build and protect your financial future, ensuring you can focus on what matters most—your family and career.

How can your financial planning help with major life events?

Our financial planning services are structured to assist you during major life transitions such as buying a home, changing careers, or expanding your family. We provide personalized advice and strategies to ensure these significant events are financially seamless and your long-term goals remain on track.

What makes your approach suitable for professionals at the peak of their career?

Our approach focuses on integrating your personal and professional financial goals, allowing for a strategy that adapts as your career advances. We emphasize asset growth, risk mitigation, and tax efficiency, essential components that support professionals aiming to maximize their financial potential and security.

For clients retiring soon.

Grow & Protect

Securing your family's financial future.

Are you a couple years away from or thinking about retiring soon? Wondering about how to put all the pieces together to know where your income will come from once you retire?

Get in touch.

how we work

Our services are focused on you.

At Crescendo Wealth Management, we offer a comprehensive suite of financial planning services designed to address every aspect of your future retirement. Whether you're an individual, a family, or a business owner, our tailored strategies are meant to guide you toward achieving your financial goals with clarity and confidence.

Retirement income

tax planning

estate management

investment services

Insurance services

Get in touch.

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.

01

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.

02

Learn

We analyze your current financial situation to identify strengths and weaknesses, ensuring we understand how they impact your short and long-term goals.

03

Develop

We create customized strategies to achieve your goals, exploring alternative approaches and consulting with experts to provide the best options.

04

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.

Have more questions?

What kind of services do you provide for growing families and professionals?
We offer a range of services designed to support growing families and professionals, including
- comprehensive financial planning,
- asset management,
- tax planning,
- debt management,
- and disability and risk management.
Each service is tailored to help you build and protect your financial future, ensuring you can focus on what matters most—your family and career.
How can your financial planning help with major life events?

Our financial planning services are structured to assist you during major life transitions such as buying a home, changing careers, or expanding your family. We provide personalized advice and strategies to ensure these significant events are financially seamless and your long-term goals remain on track.
What makes your approach suitable for professionals at the peak of their career?

Our approach focuses on integrating your personal and professional financial goals, allowing for a strategy that adapts as your career advances. We emphasize asset growth, risk mitigation, and tax efficiency, essential components that support professionals aiming to maximize their financial potential and security.

W67 N222 Evergreen Blvd Suite 100

Cedarburg, WI 53012

Contact Info

Email: info@crescendowm.com

Phone: 262.685.3375

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.