At Cresta Advisors we work with individuals throughout their entire financial life cycle.
We value each relationship with our clients, and strive to get to know them in depth to be able to advise them on the phases of wealth management:
Proper planning and disciplined saving during your early life will give you a better opportunity to achieve the financial goals you envision. During this phase, your financial plan will be developed and we will begin to implement your long term investment strategy that aligns with your risk parameters.
You have worked to save and stay on track with your financial goals, and now is the time to enjoy the fruits of your labor. During this phase, we will work with you to determine a suitable income or distribution strategy to help ensure you live comfortably in retirement.
Looking ahead at your future generations and the financial legacy that you wish to leave upon them is a significant part of our planning process. During this phase we will work to ensure that your wealth is transferred in an orderly manner and strive to upkeep the financial foundation that you have built.