#United States #Wealth Management #Lake Forest #client services #Crescent Grove Advisors

Celebrating a Decade of Client-Focused Wealth Management

Crescent Grove Advisors, a distinguished boutique wealth management firm based in Lake Forest, Illinois, proudly commemorates its 10th anniversary. Since its inception in April 2015, the firm has been dedicated to delivering exemplary service to its clients, achieving an impressive $5 billion in assets under management (AUM) through organic growth alone. What sets Crescent Grove apart is its unique blend of institutional expertise and personalized service that has made it a trusted partner for ultra-high-net-worth clients and families.

A Journey of Trust and Expertise

The firm’s founder, Gregg George, along with co-founders Dave Keevins, Nick Kochanski, and Mitch Prosk, have laid a solid foundation for what has become a dynamic force in wealth management. Each of these leaders brought over two decades of experience to the table, enabling them to create a robust environment focused on individualized guidance and financial strategies tailored to fit each client’s unique goals.

Gregg George expressed immense pride in their achievements, emphasizing the firm's role in positively impacting clients’ lives. Under his stewardship, Crescent Grove continues to prioritize client partnerships, fostering long-term relationships that empower families to achieve financial well-being and legacy preservation.

Personalized Solutions for Complex Needs

Crescent Grove excels in simplifying the intricate dynamics of ultra-high-net-worth and multi-generational wealth. The firm provides a comprehensive suite of services designed to address diverse needs, from investment management and tax preparation to estate planning and philanthropic strategies. Their approach ties together every aspect of financial planning, allowing them to act proactively when issues arise.

A lower client-to-advisor ratio enables Crescent Grove's team to forge strong, trusting relationships with clients. This method not only builds confidence but also ensures that advisors can deliver highly personalized counsel tailored to each family’s needs.

Strategic Growth Through New Initiatives

As part of its mission to enhance client service continuously, Crescent Grove has diversified its offerings significantly over the last decade. Most notably, in August 2023, the firm launched an affiliated alternative investment firm, Barrett Upton Capital Partners, LLC. This new initiative is designed to provide high-net-worth and institutional investors with seamless access to private market investment opportunities, marking a substantial evolution in their service capabilities.

Dave Keevins, who stands as Co-Chief Investment Officer, shared insights into the firm’s investment philosophy, highlighting a balanced strategy that optimizes for both market strengths and protects client investments during downturns. With Barrett Upton's introduction, clients will now have access to alternative assets previously unavailable, further solidifying Crescent Grove's competitive edge in the wealth management space.

Leadership Expansion and Future Aspirations

To accelerate growth plans, Crescent Grove recently appointed Adam Lieb as Chief Business Development Officer. Bringing over 25 years of experience in family office and wealth management, Lieb's strategic insights are anticipated to expand the firm’s reach and influence in the market.

Nick Kochanski, Managing Director and CFO, reflected on the firm’s remarkable progress over the past decade, highlighting their organic growth strategy that sidesteps acquisitions which could have disrupted their innovative culture and client-first ethos. Instead, the firm has prioritized technological investments and strategic planning to maintain the high-touch service that clients have come to expect.

Conclusion

Crescent Grove Advisors stands as a beacon of industry excellence. As it enters its second decade, the firm remains committed to evolving its client-centric services, ensuring loyal clients receive the personalized attention they deserve. With its adept team and forward-thinking strategies, Crescent Grove Advisors is well-positioned to navigate the complexities of wealth management and continue fostering client relationships that stand the test of time.

To learn more about Crescent Grove Advisors and the wealth management services they offer, visit CrescentGroveAdvisors.com.