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Team

At Crescendo Wealth Management, LLC we work as a team in all respects.  We work with you as your co-planning financial partner.  

Our staff work as a team to give our clients great service and advice by:

  • brainstorming ideas
  • discussing strategies
  • sharing solutions
  • sharing educational opportunities
  • handling all the daily work

Please take a few moments to learn more about each of our team members.