Crescent Hill Partners is a financial services firm based in Saratoga Springs, NY, offering comprehensive wealth management solutions to successful individuals and families. With over fifty years of experience in the industry, their team of client relationship professionals provides holistic support, combining legal, tax, investment, and estate planning expertise to help clients maximize opportunities and minimize challenges created by their wealth.
Driven by an uncompromising mission to always put clients' interests first, Crescent Hill Partners aims to enable clients to have a disciplined, thoughtful, and practical plan for growing and preserving their financial assets, as well as preparing for the transfer of wealth to future generations. Their unique approach to planning goes beyond money, focusing on clients' values, family dynamics, and relationships to create a personalized strategy that aligns with their goals and aspirations.
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