Financial freedom
changes lives.

At Credent Wealth Management, we do more than just invest your money. We collaborate with you, providing service, planning, and fee-only investments so you can achieve your version of financial freedom.

Who We Serve

A true partnership.

We specialize in working with:

Retirees starting a new chapter and looking to maximize their legacy.
Executives and high earners who want to shift gears to allow more time with children and grandchildren.
Individuals who have received an inheritance and need support handling their newly acquired financial assets.
Business owners who want to capitalize on their life’s work.
Bereaved spouses figuring out next steps for their financial security.

Let’s build a plan, together.

No matter where you are on your life journey, our experienced team of advisors will take a deep dive into your goals and guide you in building and implementing a financial strategy unique to your needs and aligned with your values.

Our Services

Collaborative and commission-free.

Retirement Planning

 

Investment Management

 

Tax Minimization
Strategies

Risk Management

 

Charitable Giving

Multigenerational
Estate Planning

High-Net-Worth Investing 

Business Planning

 

Learn More

Changing Lives

Technical expertise meets client-first relationships.

Credent is client driven and committed to providing a service model that exceeds your financial needs and delivers an exceptional experience tailored to you. Here’s what you can expect when you work with us: 

Commission-Free: We focus on what’s most important – helping you succeed. Free of commissions, we’re empowered to be your advocates.

True Transparency: We don’t believe in hidden fees or misleading hypotheticals. Understand your investments with independently audited and verified performance results.

Impactful Advice: You’ll receive your own personal financial team dedicated to helping you achieve your goals. Whether you’re saving for retirement, selling a business, or maximizing your legacy, our team will be your guide.

Affiliations and Recognitions

We value each of the organizations we partner with and are honored to be recognized for the quality of services we provide.

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NEWS & INSIGHTS

Financial success starts here.

Stay up to date on the latest financial news and trends and find educational articles and videos on topics such as estate planning, money management, and investment strategies.