Cresset

Cresset is a private wealth management firm based in Atlanta, GA, dedicated to serving ultra-high-net-worth families, entrepreneurs, and professional athletes. With a focus on holistic financial planning, investment advisory, and estate strategies, Cresset aims to simplify lifestyle complexities while promoting financial well-being.

Founded by clients for clients, Cresset combines deep industry experience with innovative strategies to redefine private wealth management. The firm is recognized for its commitment to transparency, accountability, and fiduciary standards, managing over $65 billion in assets and frequently acknowledged as a top advisory firm by Barron's and Forbes.

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