Choice of investments

Cresset provides individuals and families with access to a rich ecosystem of ideas, solutions, and sophisticated talent, bringing together all the resources needed to address the broad range of financial needs and goals our clients have.

Goals-Based Financial Planning It all starts with a plan. All investors have financial goals, things they want their wealth to accomplish for themselves and those they care about. Investing is the means of achieving those ends. Too often, investors focus on whether markets are going up or down, not on whether they are making the desired progress toward their goals.

Unfortunately, the mismatch between the desire for lifestyle predictability and market uncertainty creates investor anxiety that could prompt inopportune selling.

Goals-based planning shifts the focus to the client’s own outcomes, and on building plans that achieve those outcomes, even in the face of short-term market volatility.

We create different portfolios to address different needs. We start by planning for Core Needs, those must-haves, and we quantify the assets required to secure them.

To the extent that there are assets remaining after securing your Core Needs, we can plan for how to use them to accomplish more aspirational goals, like wealth transfer to your children, philanthropic intentions, even pursuing other business interests.