Welcome to Crescendo Wealth Management, where we specialize in empowering women to achieve financial independence and security. Led by Betty Wellhoefer Hill, CFP®, we understand the unique challenges and opportunities women face in their financial journeys. Our mission is to provide personalized, empathetic, and knowledgeable advice, ensuring you have the confidence and tools to make informed financial decisions.
As a woman-owned business, Betty Wellhoefer Hill, CFP®, offers a unique perspective that many clients appreciate. Women seek our services to feel empowered about their financial health, while men trust us to ensure their wives have a comfortable and reliable advisor. Our tailored strategies address the specific needs of women, who often face major financial decisions later in life, ensuring they feel confident and prepared for the future.
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.
We start by understanding your unique story—your finances, goals, concerns, and dreams. This foundation helps us tailor a personalized financial plan for you.
We analyze your current financial situation to identify strengths and weaknesses, ensuring we understand how they impact your short and long-term goals.
We create customized strategies to achieve your goals, exploring alternative approaches and consulting with experts to provide the best options.
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.
At Crescendo Wealth Management, our mission is to empower clients with independent, fiduciary-driven advice. Our Certified Financial Planner (CFP®), Betty Wellhoefer Hill, has decades of experience helping folks make the transition from wealth accumulation to income generation, legacy
planning and financial freedom. Working with you to co-plan a lifestyle that you've dreamed means taking a holistic approach, integrating every aspect of your financial life to create robust plans designed to thrive.
We develop a tailored income distribution plan that aligns with your retirement goals, ensuring your savings last by managing withdrawals, investments, and spending.
We use tax-efficient withdrawal strategies, consider Roth conversions, and leverage tax-advantaged accounts to help minimize your tax burden during retirement.
We assess your long-term care needs and recommend insurance options, savings strategies, and other financial products to ensure you are prepared for potential healthcare costs in the 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.'
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