who we serve
Where are you on your financial journey?
the independent advantage
Your financial well-being is at the heart of all we do.
Being independent Certified Financial Planners (CFPs®) means we're here to focus entirely on your unique financial journey. Without any external pressures, we can provide the honest, personalized advice you deserve.
what we do
Here's what we do best.
We provide customized financial planning, personalized to each client's situation. We offer our services via consulting fee options or via assets under management fees.
Lifestyle
Our holistic approach integrates all key areas of your financial life, ensuring that every piece fits together perfectly. We address your immediate needs and long-term aspirations, crafting a plan that evolves with you.
Investment
We look at your total investment picture, applying strategic insights to maximize returns and minimize risks. We align your portfolio with your goals, making sure that it works as hard as you do.
Income
Our retirement income planning specialists help you choose the strategy that best suits your needs, whether it's through portfolio-based withdrawal strategies or annuities with income guarantees.
Tax
Enhance your wealth-building capabilities. Our tax strategies are robust, designed to keep more of your hard-earned money in your pocket and truly making your financial journey smoother, simpler, and more efficient.
Insurance
Protect yourself and your assets from unforeseen circumstances. We provide comprehensive risk management solutions that preserve your lifestyle and safeguard your financial plan against the unexpected.
Estate
Ensure that your lifetime assets achieve your personal legacy goals. Our estate planning services help you transfer your wealth efficiently to your heirs or cherished causes, with minimal tax implications.
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.'
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