Approach

At Crescent Pine,

we are committed to providing a personalized private banking level of service, which entails constant responsiveness, proactive communications, easy accessibility and genuine care for addressing all of our clients’ needs and challenges.

As trusted guardians of our member families

financial well-being, we look to protect their interests as we create solutions that involve assets as well as liabilities. Our holistic, “full balance sheet” focus ensures that solutions are integrated into each comprehensive financial plan we customize for our clients.

As an independent firm,

Crescent Pine is not limited in the range of products and services we can offer our clients. We have the freedom to access investment research, vehicles and opportunities from across the financial services industry on behalf of our clients. This gives us the power to identify solutions from leading, world class resources as well as from highly specialized boutiques. Clients for large banks and brokerages are not afforded this flexibility.

From the banking services we arrange to the investment opportunities we recommend, our objective is to provide the building blocks you need to construct an effective path towards the financial future you envision for yourself, your family and your business.