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Crescent Wealth Partners

Name: Crescent Wealth Partners
Address: 1151 Hammond Drive NE, Suite 240, Atlanta, GA, 30346, US
Telephone: +17706305704

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09/02/2026

🤝 Meet Our Business Partner, Greg Bakke!

At Crescent Wealth Partners, we believe strong relationships help create stronger outcomes for the individuals, families, and businesses we serve. That's why we're proud to highlight trusted professionals like Greg.

As part of Expand Financial, Greg specializes in retirement plan consulting and helping businesses navigate the complexities of employer-sponsored retirement plans. Through his expertise, he works alongside organizations to support thoughtful plan design, investment oversight, and long-term retirement planning strategies.
Greg and his team share our commitment to helping clients prepare for the future with confidence while providing guidance that supports both businesses and the people they serve.

We're grateful for the opportunity to work alongside Greg and other dedicated professionals who share our dedication to building stronger financial futures.
At Crescent Wealth Partners, we know that great planning—and great communities—are built through strong relationships.

08/30/2026

💙 Financial planning isn't about having all the answers. It's about having a plan.
Life rarely follows a perfect timeline. Plans change, families grow, careers evolve, and unexpected opportunities come along.

Financial planning isn't about predicting the future—it's about preparing for it.
Whether you're just getting started, navigating a major life event, or planning for the next chapter, having a thoughtful strategy in place can help you move forward with confidence.

At Crescent Wealth Partners, we believe a good financial plan should adapt and grow alongside the life you're building.
Because life's biggest moments deserve a plan that grows with you.

08/26/2026

🏡 Planning for an Empty Nest

As children grow and begin new adventures, many families find themselves entering a new chapter of life.

An empty nest can be an opportunity to revisit financial goals and priorities, including:
🎓 Adjusting education savings plans.
🏡 Reevaluating housing needs.
✈️ Planning for travel and new experiences.
📈 Increasing retirement savings.
❤️ Reviewing long-term family and legacy goals.

Every family experiences this transition differently, but taking time to revisit your financial plan can help you make the most of this exciting stage of life.
At Crescent Wealth Partners, we believe your financial plan should grow and evolve alongside the people and moments that matter most.

08/22/2026

Life is constantly changing—and your financial plan should be able to change with it.
While annual reviews are a great habit, certain life events may be a good opportunity to revisit your financial goals and planning strategies.

Some common milestones include:
💍 Marriage
👶 Growing your family
🏡 Buying a home
💼 Changing careers
👴 Preparing for retirement

Major life moments often come with new opportunities, responsibilities, and priorities. Taking time to review your financial plan can help ensure it continues to support your goals through every stage of life.

08/18/2026

🩵 Financial Planning in Your 50s

Your 50s often bring a new perspective on long-term goals and the future.
While everyone's journey looks different, this stage of life may include:
📈 Maximizing retirement savings.
🏡 Paying down debt or mortgages.
🎓 Supporting college-aged children.
❤️ Helping aging parents.
📋 Reviewing estate and legacy planning.

Financial planning isn't about having everything perfectly figured out. It's about adjusting your plan as life changes and making thoughtful decisions for the years ahead.

No two paths are the same, but planning with intention can help you approach the future with confidence.

08/13/2026

👶 Planning for a New Baby

Welcoming a new baby into the family is an exciting milestone—and one that often comes with new financial considerations.

As your family grows, it may be a good time to think about:
🍼 Updating beneficiaries.
🛡️ Reviewing insurance coverage.
📚 Starting education savings.
📜 Reviewing estate planning documents.
💙 Adjusting long-term financial goals.
No two families are alike, and there's no perfect timeline for planning. Taking a few thoughtful steps can help provide confidence as you prepare for this exciting new chapter.

At Crescent Wealth Partners, we believe financial planning should grow alongside your family and the moments that matter most.

08/10/2026

☕ Coffee with Crescent ☕

Welcome back to Coffee with Crescent, where we answer some of the questions we hear most often from clients and families.
Today's question: When should I update my will?
While there's no one-size-fits-all answer, it's often a good idea to review your estate planning documents after major life events such as:
💍 Marriage
👶 Growing your family
🏡 Purchasing a home
💼 Significant financial changes
❤️ The loss of a loved one

Even without major life changes, reviewing your will and estate planning documents from time to time can help ensure they continue to reflect your wishes and goals.
A few thoughtful updates today can help provide peace of mind for tomorrow.

08/07/2026

🤝 Meet Our Business Partner, Chris Shuba!

At Crescent Wealth Partners, we believe strong relationships help create stronger outcomes for the individuals and families we serve. That's why we're proud to highlight trusted professionals like Chris.

As part of Helios Quantitative, Chris and his team focus on helping take emotion out of investment decisions by using a disciplined, data-driven approach. Their goal is to help clients stay focused on long-term opportunities while navigating the ups and downs of the market with confidence.

We appreciate Chris's commitment to thoughtful planning and his dedication to helping clients work toward their financial goals through a steady and strategic approach.

We're grateful for the opportunity to work alongside Chris and other dedicated professionals who share our commitment to serving others.

At Crescent Wealth Partners, we know that great planning—and great communities—are built through strong relationships.

08/05/2026

🎓 Heading off to college is an exciting milestone—but have you completed the legal documents that allow you to help if something unexpected happens?

Once your child turns 18, a Power of Attorney and Health Care Directive can make all the difference in an emergency.

A little planning today can provide peace of mind for tomorrow. Reach out to our team to learn more.

08/04/2026

Your 40s often bring new responsibilities and opportunities, making it an important time to revisit long-term financial goals.

This stage of life may include:
👨‍👩‍👧 Supporting a growing family.
🎓 Planning for college expenses.
📈 Maximizing retirement savings.
❤️ Caring for aging parents.
🏡 Reviewing long-term financial goals.

Financial planning isn't about having everything figured out—it's about adapting your plan as life evolves and priorities change.

No two journeys are the same, but thoughtful planning can help you navigate each chapter with confidence.

Address

1151 Hammond Drive NE, Suite 240
Atlanta, GA
30346

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	9am - 4pm

Telephone

+17706305704

Website

facebook.com

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