CX Institutional (Credent Wealth)

Credent Wealth Management is a fee-only RIA firm dedicated to helping clients achieve their financial goals. We offer a broad range of financial management planning and advisory services built on a client-focused model. Our team of experienced advisors and wealth managers work together to ensure each of our client’s expectations are met and implemented with full transparency and the highest level of service. Our clients can trust we will never make a decision that isn’t in their best interest.

Our focus is helping people have the financial stability to live the life they imagine for themselves and their families. Whether it’s a retiree looking for a new chapter, a business owner looking to maximize the value of their life’s work, or an executive wanting to shift gears into a new career that allows for more time and flexibility with their children and grandchildren, what we do has a tangible impact on each of our client’s lives and we take this very seriously. Credent’s priority is ensuring our clients make sound financial decisions so they can ultimately have the future they want and reach their set goals.

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