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Brent Hillerich is one of the Founding Partners of Crescent Wealth Partners, an Independent Financial Advisory Firm based in Sarasota, FL. Brent spent ten years in the corporate finance world prior to becoming a Certified Financial Planner and holds the series 66 license and Insurance license. Brent loves sharing his 17 years of personal financial planning experience with clients and their families.
"It means a lot to me that we at Crescent Wealth Partners are able to help shape the minds of the future leaders of our community. It is nice to be acknowledged, but at the end of the day, making a difference in the youth of our community is the ultimate reward," said Brent Hillerich.
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Held annually during National Volunteer Recognition Month, Sarasota County recognizes volunteers and businesses who have served the schools within the community. In the 2018-2019 school year, the Office of Community Involvement noted over 12,000 active volunteers.
Crescent Wealth Partners (CWP) are Wealth Managers with over 30 years of experience. The team at CWP assists clients with tax planning strategy, asset, and risk management, estate planning, cash flow, and debt strategy, retirement planning, and investment planning. It's not just about money for retirement, it's about lifestyle too. You'll be prepared. We help you get there.
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