Cresset of West Palm Beach

Cresset of West Palm Beach is a Financial Planner in West Palm Beach, FL, located at 525 Okeechobee Boulevard. The firm provides private wealth management and family office services to entrepreneurs, CEO founders, ultra-high-net-worth families, pro athletes, and entertainers. Its offerings include holistic financial planning, investment advisory, wealth strategy, tax strategy and planning, estate planning and legacy, trust services, exit planning, and concentrated stock strategies. The business holds a rating of 5.00 based on customer reviews.

Cresset operates as an independent multi-family office. The firm offers specialized services such as private investment opportunities, pre-transaction planning, liquidity and exit planning, private banking services, insurance advisory, CFO services, philanthropic planning, and family governance and education. The leadership team includes founders and co-chairmen Eric Becker and Avy Stein, CEO Susie Cranston, founding partner and co-chairman Doug Regan, and executive managing directors Michael Costabile, Jon Crow, and Amy Hong. The practice was established to provide creativity and innovation in private markets and family office services.

Cresset is recognized by Barron’s as a Top 100 RIA Firm, ranking number two in 2025, number three in 2024, number nine in 2023, number twelve in 2022, number thirty-two in 2021, and number thirty-four in 2020. The firm is also listed among Forbes’ Top RIA Firms. The business publishes The Long Game Podcast, featuring conversations with leaders who build for generations, and offers an Exit Planning guide.

The firm is known for its positive rating from the customers who have reviewed it and its recognition among the nation’s top RIA firms by Barron’s and Forbes.

Cresset of West Palm Beach combines its family office capabilities with its strong local reputation to serve ultra-high-net-worth clients in West Palm Beach.

The firm sits on Okeechobee Boulevard, a main road, just steps from its entrance. It is located about a tenth of a mile from Quadrille Boulevard and near The Harriet Himmel Theater.

BizScoreAI awards the business a Content Quality score of 100 out of 100, which ensures the website answers customer questions clearly so AI assistants can quote it directly. The Technical score is 93 out of 100, meaning the site is secure and readable by search engines without errors. The business ranks number 1 of 9 Financial Planner businesses that BizScoreAI has scored in West Palm Beach.