Crescent Grove Advisors

The decision makers in Crescent Grove Advisors are Bijal Chikani, Blake Karls, Dave Keevins, etc. Click to Find Crescent Grove Advisors decision makers emails.

Crescent Grove Advisors provides a comprehensive suite of wealth management services tailored to individual needs. These include business succession planning, comprehensive financial planning, estate and trust planning, investment management and consulting, family education, foundation and endowment guidance, generational and legacy planning, as well as investment strategy and implementation. Our personalized approach ensures that we align our services with your unique values and financial goals.

Crescent Grove Advisors understands that business succession planning is crucial for ensuring the longevity and success of your business. Our approach involves a thorough assessment of your business structure, identifying key stakeholders, and developing a tailored plan that addresses your specific needs and goals. We work closely with you to create a roadmap that facilitates a smooth transition, minimizes tax implications, and preserves the legacy of your business for future generations.

Yes, Crescent Grove Advisors specializes in estate and trust planning. We help clients navigate the complexities of estate laws and regulations to create a comprehensive plan that reflects their wishes and protects their assets. Our team works with you to establish trusts, wills, and other legal documents that ensure your estate is managed according to your desires, while also considering tax implications and the needs of your beneficiaries.

Developing a personalized investment strategy at Crescent Grove Advisors begins with understanding your financial goals, risk tolerance, and investment preferences. We conduct a thorough analysis of your current financial situation and market conditions. Based on this information, we create a customized investment plan that aligns with your objectives, whether it's wealth accumulation, preservation, or income generation. Our ongoing monitoring and adjustments ensure that your investment strategy remains effective over time.

Crescent Grove Advisors believes that financial literacy is essential for families to achieve their long-term goals. We offer family education programs that cover various topics, including budgeting, investing, and estate planning. Our goal is to empower family members with the knowledge and skills needed to make informed financial decisions, fostering a culture of financial responsibility and collaboration among generations.

Crescent Grove Advisors serves a diverse range of industries, including but not limited to, family-owned businesses, high-net-worth individuals, non-profit organizations, and foundations. Our expertise in various sectors allows us to provide tailored solutions that address the unique challenges and opportunities faced by clients in different industries. We are committed to understanding the specific needs of each client to deliver effective wealth management strategies.