cresset wealth advisors

Founded in 2017 by private equity entrepreneurs Eric Becker and Avy Stein, Cresset was created to provide a new paradigm for wealth management. The firm operates as a client-first, multi-family office, offering a comprehensive and integrated suite of services including investment management, family office services, private investing opportunities through its affiliate Cresset Partners, estate planning, and philanthropic advising. Cresset's mission is to deliver a new level of boutique service and access for its clients, aligning its interests with theirs and helping them achieve their long-term financial and life goals.