| Name | Title | Contact Details |
|---|---|---|
Michael Backaus |
VP Compliance | Profile |
We are a boutique investment advisory firm inspired by the larger purpose: to protect wealth, ease stress, and empower dreams. We partner with you across every aspect of financial life to solve complex problems, get rid of your worries, and achieve your goals - giving you the peace of mind to focus on what matters most to you. We make this possible by leveraging decades of collective experience and delivering customized planning, comprehensive wealth management, and highly personal family office services. Above all, we are a culture of CARE - inspired and driven by core principles that guide our actions and fuel our passion to protect your family for today and future generations. Crescent Harbor Private Wealth is aligned with Sanctuary Wealth, an advanced platform for elite independent advisors. Through Sanctuary, we can provide access to an array of investment vehicles and unbiased options. Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Crescent Harbor Private Wealth is a OBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Stearns Bank is a $2 billion independently-owned financial institution established in 1912, led by current owner & CEO Norm Skalicky since 1964. Stearns Bank has branch locations in Minnesota, Arizona, and Florida. Our trademark slogan says it all: We get the job done! Member FDIC.
McHenry Bank and Trust is a Mchenry, IL-based company in the Financial Services sector.
Brookhaven Bank is a Atlanta, GA-based company in the Financial Services sector.
Our commitment to sound banking, combined with our promise to provide the best service available, has made us one of the fastest growing banks in our area. Florence Bank remains committed to serving the community as a local bank. The bank is depositor owned and its Directors and Corporators are all actively involved in the local community.