Wealth Management
Navigate Your Financial World with Precision. with Insight. with Trust.
Confidential. Personalized. Limited availability.
Our Guiding Philosophy
At Crespo Capital, we believe true wealth management transcends mere financial transactions. It is a profound responsibility, a partnership built on a foundation of unwavering integrity, intellectual rigor, and a deep, personal commitment to our clients’ enduring success. We do not chase trends; we build legacies. Our approach is one of patient capital, meticulous risk management, and a global perspective, ensuring that the wealth you have built today is preserved and enhanced for generations to come.
At Crespo Capital, we believe true wealth management transcends mere financial transactions. It is a profound responsibility, a partnership built on a foundation of unwavering integrity, intellectual rigor, and a deep, personal commitment to our clients’ enduring success…
A Suite of Solutions
A comprehensive suite of services designed to address the complex financial lives of our clients.
For Individuals & Families
Holistic wealth management, trust and estate planning, and philanthropic advisory.
For Your Business
Retirement plan advisory, cash management, and succession planning for your firm.
Specialized Advisory
Advanced solutions for tax planning, debt management, and education funding.
Achieve Financial Confidence
A confluence of bespoke strategy, institutional access, and profound dedication.
Bespoke Portfolio Construction
We do not believe in off-the-shelf solutions. Every portfolio is architected from the ground up, meticulously tailored to your unique risk tolerance, timeline, tax considerations, and legacy aspirations. We integrate public and private market opportunities to build resilient, all-weather portfolios.
We do not believe in off-the-shelf solutions. Every portfolio is architected from the ground up…
Private Market Access
Our extensive network provides qualified clients with access to exclusive, off-market opportunities in private equity, venture capital, and real estate that are typically reserved for institutional investors.
Explore Opportunities
Family Office Services
We extend beyond investment management to offer comprehensive oversight, including philanthropic advisory, estate planning coordination, and consolidated reporting.
Principal-led Dedication
Every client relationship is led by a firm principal, ensuring you receive the highest caliber of strategic advice and personal accountability at all times.
Global Macro Insights
Our in-house research team provides proprietary analysis on global economic trends, informing our strategic asset allocation and identifying potential risks and opportunities.
Advance Planning
Software
Faster planning, smarter decisions, better outcomes.
Learn More
A Clear Vision
Our vision is to serve as the indispensible financial steward for a select group of families, empowering them to deploy their capital with purpose and confidence. We strive to create an ecosystem of opportunity, insight, and security that allows our clients to focus on what matters most: their passions, their families, and their impact on the world.
Experience the Difference
Clarifying Questions
How do I know if Crespo Capital is the right fit for me?
Our focus is on affluent individuals, particularly physicians and high-income professionals. We specialize in tax strategies, wealth preservation, and retirement planning tailored to your specific career and lifestyle. During our consultation, we’ll discuss your needs and outline how we can deliver measurable value.
How much does the initial consultation cost?
Our initial consultation is completely complimentary. It’s an opportunity for us to understand your goals and for you to evaluate whether we are the right partner to help you achieve them.
What is the immediate next step after the consultation?
If we both agree there’s a good fit, the next step is our formal data-gathering process, where we begin to securely collect the information needed to build your comprehensive financial plan.
How long will the meeting take?
Our consultations typically last 30–60 minutes. During this time, we’ll focus on understanding your objectives and providing a high-level overview of how we can help.
How much of my time will this require, especially at the start?
We design our process to be highly efficient. The initial discovery meetings require your focus, but after that, our proactive management is designed to give you valuable time back.
How often will we meet to review my financial plan?
We conduct formal review meetings quarterly or semi-annually depending on financial complexity, but we are always accessible. Our proactive approach means we reach out whenever adjustments may be needed based on your life or market changes.
I already have an advisor. What makes your approach different?
We conduct formal review meetings quarterly or semi-annually depending on financial complexity, but we are always accessible. Our proactive approach means we reach out whenever adjustments may be needed based on your life or market changes.
What does it mean that you are a fiduciary?
As a fiduciary, I am legally and ethically bound to act in your best interests at all times. This means my advice is driven solely by your goals, not by commissions or conflicts of interest.
How do you ensure privacy and confidentiality?
We take your privacy very seriously. All information shared during our consultation is protected and treated with the utmost confidentiality. We adhere to strict industry standards to safeguard your data and personal information.
How does your investment approach handle market volatility?
Our philosophy is built on a disciplined, research-driven process, not market timing. We focus on strategic asset allocation and long-term goals to navigate volatility with clarity.
Do you offer access to exclusive or alternative investments?
Our focus is on building robust portfolios using a blend of publicly available assets and, where appropriate for qualified clients, providing access to private or alternative investment opportunities.
My financial situation is very complex. Can you handle that?
We specialize in solving complex financial puzzles for high-net-worth individuals. Whether you have multiple income streams, real estate investments, or advanced tax needs, our expertise is in simplifying and optimizing your financial strategy.
Will you work with my existing accountant or attorney?
Absolutely. We believe in a team-based approach and will collaborate closely with your other trusted professionals to ensure your financial plan is fully integrated and optimized.
What is your general investment philosophy?
We utilize high-quality investment models tailored to your long-term focus and specific risk level, including strategies designed to increase cash yield and those focused on higher returns through growth opportunities.
Begin a Conversation
We invite you to contact us for a confidential, exploratory conversation to determine if a partnership is mutually suitable.
All communications are held in the strictest confidence.
Perspectives
Our latest commentary on markets, planning, and global economics.
