Crestmark Wealth Group · Private Wealth Advisory
Wealth managed with the
patience of generations
behind it.
For families whose wealth spans generations, the right advisor asks better questions before offering any answers. We build relationships before we build portfolios.
Our Philosophy
Not every client
is a fit.
We prefer it that way.
We work exclusively with a small number of families and individuals whose wealth is measured not just in assets, but in complexity — businesses, multiple generations, international exposure, concentrated positions, and legacies that matter.
Our promise is not a product. It is perspective, rigor, and complete alignment with the interests of the families we serve.
Fiduciary, Always
We are legally and ethically bound to act in your interest alone.
Radical Personalization
We offer customized solutions. Every strategy we design is built from a complete understanding of your family's values, timeline, tax situation, and vision for what wealth should accomplish.
Unconflicted Access
Because we are independent, we access the full universe of institutional managers, private credit, alternative investments, and planning strategies — without shelf space fees or distribution arrangements.
Relationship, Not Transaction
We measure success in decades, not quarters. The families we work with typically work with us for life — and often introduce us to the next generation.
Partnered with HTK · Fee Based · No Hidden Commissions · Veteran Owned · Founded on a Commitment to Service
What We Do
Holistic advisory for families
of significant means.
We do not compartmentalize your wealth. Tax, investment, estate, philanthropy, and legacy planning are interconnected — and we treat them that way.
Wealth Architecture
We design the overarching structure of your wealth — entity selection, asset location, concentration risk, and long-term capital efficiency — before a single investment is make
Investment Management
Custom portfolio construction drawing on institutional managers, private credit, real assets, and alternative strategies typically unavailable to individual investors.
Estate & Legacy Planning
Sophisticated estate structures — GRATs, SLATs, IDGTs, family limited partnerships — coordinated with your legal team to transfer wealth efficiently across generations.
Tax Strategy
Proactive, year-round tax management — not just April preparation. We coordinate with your CPA to optimize across income, capital gains, and estate tax dimensions simultaneously.
Philanthropic Advisory
From donor-advised funds to private foundations and charitable lead trusts, we help families give with intention, impact, and tax efficiency — making generosity a strategy, not an afterthought.
Family Governance
For multi-generational families: facilitated family meetings, investment policy statements, next-generation education, and governance frameworks that keep families aligned around wealth and values.
The families we serve don't want to talk about performance every quarter. They want to know their wealth is being thoughtfully protected, thoughtfully grown, and that someone is paying attention to what they haven't thought to ask yet.
Ben Batiste · Founder & Principal Advisor · U.S. Military Veteran
How We Work
A deliberate path
to partnership
We don't onboard clients — we build relationships. Our process is designed to ensure that every family we work with is truly the right fit before either party commits.
The Introduction
A confidential, no-obligation conversation. We listen first. We learn about your family, your wealth, and what you most want from an advisor relationship.
Discovery & Assessment
A comprehensive review of your current financial picture — tax returns, estate documents, existing investments, and family dynamics — conducted with complete confidentiality.
Strategic Proposal
We present a tailored wealth strategy and our recommended approach. No templates, no generic plans — every detail specific to your family's situation and objectives.
Long-Term Partnership
Ongoing advisory with proactive planning, regular family reviews, and a team that knows your name, your children's names, and what matters most to you.
Private Introductions
Is Crestmark the right fit
for your family's wealth?
We work with a limited number of families to ensure every client receives our full attention. If you're exploring a change or building a relationship with a new advisor for the first time, we'd be glad to have a quiet, confidential conversation.