Professional Investment Management

That Aligns with Your Goals

Make the most of your wealth now and in the future with personalized investment solutions customized around your timeline. Our advisors understand that all investment strategies work some of the time and no investment strategy works all the time, which is why we create
tax-efficient portfolios that adapt across market cycles to protect and grow your wealth.

SCHEDULE A FREE INITIAL CONSULTATION

Investment Management
Built Around Your Life Vision

You have life goals. You know when you want to retire and how you want to live in retirement. Now it’s time to plan for the money you need to make that life a reality.

Our experienced Investment Management Team builds diversified portfolios, tracks and analyzes performance, and rebalances as needed, so your asset allocation is aligned with your life goals. As a fee-only wealth management firm, you can rest assured that our recommendations align with your best interests. Our approach is coupled with a sliding fee schedule where your management fee declines as your assets under management increase.

Performance You Can Trust

Credent Wealth Management maintains compliance with the Global Investment Performance Standards (GIPS®).

This means we follow globally recognized standards for calculating and presenting investment performance, ensuring you receive accurate, transparent reporting you can trust.

Our GIPS® compliance demonstrates our commitment to ethical practices and accountability. We don’t cherry-pick results or use misleading performance presentations. Instead, we provide verifiable track records that give you confidence in how we measure and report investment outcomes.

Learn About Our Transparency

Comprehensive
Investment Management Services

Goal-Based Portfolio Construction

Get a personalized investment portfolio aligned with your retirement timeline, risk tolerance, tax situation, and lifestyle objectives using evidence-based investing.

Risk Management & Asset Allocation

Benefit from strategic asset allocation across diversified asset classes designed to pursue long-term growth while managing downside risk, adapting as markets evolve without losing sight of your long-term objectives.

Active Portfolio Monitoring

Experience continuous investment portfolio management, disciplined, monitoring and disciplined rebalancing, and proactive adjustments that account for market opportunities and meaningful life changes.

What sets credent’s

Retirement Planning Apart?

Objective-Driven Investment Process

Our highly credentialed Investment Management Team makes decisions on asset allocation, constituent selection, and risk management, all informed by your goals and timeline and focused on long-term success.

Fee-Only Fiduciary Advisors

As fee-only investment managers, we never receive commissions from investment products. Our compensation is aligned with your success, ensuring you receive investment advice that’s in your best interest.

Tax Considerations

Every portfolio decision considers tax implications. Our tax-efficient investment management may reduce tax costs through smart asset location and tax-loss harvesting.

Risk Management
& Diversification

We apply a structured approach to diversification, rebalancing, and ongoing oversight to help manage risk and keep your portfolio aligned with your long-term strategy.

FIND AN ADVISOR

Connect with a

Local Fee-Only Financial Advisor

If you’re ready to work with a fiduciary advisory firm that prioritizes your family’s financial well-being, we’d love to hear from you. Complete the form below, and discover what it’s like to have genuine partners in your financial success.