Crescendo Wealth Management

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

1242 13th Ave, Grafton, Wisconsin, 53024...

Phone Number

(262) 685-3375

Revenue

$6.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Crescendo Wealth Management

Crescendo Wealth Management is an independent, woman-owned firm that specializes in personalized financial planning aimed at helping clients achieve financial independence. They offer tailored services for various client segments, including those nearing retirement, currently retired individuals, women, and small business owners. With over 30 years of experience, the firm emphasizes ongoing analysis and communication to ensure that financial strategies align with clients' unique goals and circumstances. Their holistic approach includes developing customized strategies and providing unbiased guidance to empower clients in their financial journeys.Explore more
Crescendo Wealth Management's Social MediaPopular SearchesCrescendo Wealth Management LLCCrescendo Wealth AdvisorsCovidCrescendo WealthCrescendo Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Crescendo Wealth Management Org Chart

PhoneEmail
Elizabeth Hill, Founder & President at Crescendo Wealth Management
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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Crescendo Wealth Manageme...

$6.9M
11-50
Private
-
2013
Elizabeth Hill, Founder & President at Crescendo Wealth Management
Elizabeth HillFounder & President
<$5M
1-10
Private
-
2005
MK
Matthew KeatorFinancial Representative
<$5M
11-50
Private
-
2017
RC
Ralph CapristoManaging Partner, CERTIFIED FINANCIAL PLANNER
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2014
ET
Ema TadaDirector
<$5M
1-10
Private
-
2002
RL
Renee LeBlancDirector, Client Relations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Crescendo Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Crescendo Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Crescendo Wealth Management.

Crescendo Wealth Management Tech Stack

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Frequently Asked Questions Regarding Crescendo Wealth Management

What is Crescendo Wealth Management's official website?
Crescendo Wealth Management's official website is www.crescendowm.com
What is Crescendo Wealth Management's Revenue?
Crescendo Wealth Management's revenue is $6.9 Million
What is Crescendo Wealth Management's SIC code?
Crescendo Wealth Management's SIC: 62,628
What is Crescendo Wealth Management's NAICS code?
Crescendo Wealth Management's NAICS: 52,523
How many employees does Crescendo Wealth Management have?
Crescendo Wealth Management has 11-50 employees
What industry does Crescendo Wealth Management belong to?
Crescendo Wealth Management is in the industry of: Finance, Securities Trading
What is Crescendo Wealth Management competition?
Crescendo Wealth Management top competitors include: Forthright Wealth Planning, Cross Financial Group, Moran-Havansek Financial Group, Murphy Wealth Management
What technology does Crescendo Wealth Management use?
Some of the popular technologies that Crescendo Wealth Management uses are: Smarsh, GoDaddy DNS, Amazon Web Hosting, Google Workspace
How do I contact Crescendo Wealth Management?
Crescendo Wealth Management contact info: Phone number: (262) 685-3375 Website: www.crescendowm.com
What does Crescendo Wealth Management do?

Crescendo Wealth Management is an independent, woman-owned firm that specializes in personalized financial planning aimed at helping clients achieve financial independence. They offer tailored services for various client segments, including those nearing retirement, currently retired individuals, women, and small business owners. With over 30 years... of experience, the firm emphasizes ongoing analysis and communication to ensure that financial strategies align with clients' unique goals and circumstances. Their holistic approach includes developing customized strategies and providing unbiased guidance to empower clients in their financial journeys.Read More

What are Crescendo Wealth Management social media links?
Crescendo Wealth Management Linkedin page Crescendo Wealth Management Twitter page Crescendo Wealth Management Facebook page
Is Crescendo Wealth Management a public company?
Crescendo Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Crescendo Wealth Management

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