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Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Within the Cresset affiliates` suite of offerings, Cresset Wealth Advisors, an SEC registered investment advisor, provides individuals and families with access to deeply personalized, comprehensive wealth management services. Cresset Partners, its private investing arm, offers clients direct, often exclusive access to real estate, private equity and secondaries deals. Most recently, Cresset announced plans to launch Cresset Family Office, offering access to an industry-leading, multi-family office for clients whose business is managing their wealth.
Seven Hills Partners LLC is one of the leading providers in Financial Services. It is based in Fort Washington, PA. To find more information about Seven Hills Partners LLC, please visit www.sevenhills.com
Society For Lifetime Planning is a Troy, MI-based company in the Financial Services sector.
Lerch, Vinci, and Higgins is a Fair Lawn, NJ-based company in the Financial Services sector.
New Dimensions Federal Credit Union is a Waterville, ME-based company in the Financial Services sector.