Crescent Grove Advisors is a 100% employee-owned boutique wealth management firm and RIA serving ultra-high-net-worth individuals and families, as well as institutions, foundations, and endowments.
As trusted confidantes, we have forged deep intergenerational relationships with clients who view us as stewards of their financial lives.
Our Managing Directors—Gregg George, David Keevins, and Nick Kochanski—have worked as a team for more than two decades. They formed Crescent Grove Advisors in 2015 to deliver on their mission to provide clients with the personalized solutions they need in a white-glove, high-touch manner. By design, we limit the number of client relationships for each of our advisors so they have the flexibility to advise in a proactive manner for their clients.
What Makes Us Different
We don’t just create financial plans—we work with you to craft solutions-based, customized financial journeys that address all potential issues and challenges on the road to meeting your goals, especially those that computers and algorithms can’t predict or resolve.
Our advisors’ knowledge base allows us to manage all of your family’s financial needs, no matter the complexity, through value-added services such as:
- Investment strategies and portfolio allocations
- Tax planning and preparation
- Compensation and benefit reviews
- Estate and trust planning
- Philanthropic guidance
- Insurance reviews
- Education for family members and heirs
- Generational and legacy planning
- Business succession planning
Understanding how these financial planning disciplines are interdependent is one of our key differentiators. This expertise gives our advisors the professional insight they need to help you reach your goals and navigate what life throws your way.
Like many, you may have service providers in place, but not a CEO. Our advisors can work with them (like a CEO) to set an overarching strategy and coordinate the flow of information between all relevant parties. We are positioned to assume some of their responsibilities to create a more streamlined structure. Or, we can step into an oversight role to ensure each provider is functioning efficiently within the context of your overall financial plan and journey.
In an increasingly one-size-fits-all world that often requires you to give up control and conform for scalability’s sake, we are committed to respecting the individuality of your family and its dynamics. This results in a very tailored solutions-based relationship that will protect your two greatest commodities—time and money—while still maintaining ownership of the decision-making process.