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Cresset Wealth Advisors - Boca Raton

EST. AUM
$4,000,000,000

CONTACTS
8

CLIENT ACCOUNTS

Firm Details

Metro area West Palm Beach
CRD Number
Website cressetcapital.com
Client types

Overview

Cresset Wealth Advisors - Boca Raton provides comprehensive wealth management services to sophisticated families, senior executives, and professional athletes. Formerly known as BV Group at UBS, the team brings more than 27 years of experience helping clients address complex wealth challenges, including retirement and legacy planning, wealth creation and preservation, and strategies for business owners seeking to maximize earnings or shareholder value. The team includes former practicing CPAs and professionals holding designations such as Certified Financial Planner™, Certified Investment Management Analyst®, and Certified Exit Planning Advisor®. Its approach combines financial planning, accounting expertise, investment management, and specialized wealth strategies to help clients grow and protect their financial success.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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