Detailed planning is OUR CORE CAPABILITY
Our principal belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and addressing any gaps that may have previously been overlooked.
We are very excited to announce that Brett Bartkiewicz and Gregg Desmarais have joined our team at Crescent Point Private Wealth! Brett and Gregg will run their practice from a new Crescent Point Private Wealth satellite office located at 30 Tower Lane, Suite 345 in Avon, CT. Their team comes to us from TD Private Wealth where they managed approximately $400m in client assets. We couldn’t be more excited for them and for the growth of our overall practice - now with offices in Glastonbury, Avon and Greenwich! Please see our website at www.crescentpointprivatewealth.com for photos and biographies on Brett and Gregg and as always, thank you for the trust and faith you have in us and in our growing practice!
Meet our Financial Team
