Crescent Point Private Wealth

03/04/2026

So happy to share that Sydney Lechman is the newest member of our team at Crescent Point Private Wealth!

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03/03/2026

Financial wisdom starts early. The habits kids learn today can shape their relationship with money as adults. From saving coins in a jar to understanding debt, explore 10 age-specific lessons for guiding your children toward lifelong financial success
https://www.raymondjamesconnect.com/akhpFh

02/04/2026

Exciting news – We've been named a Best-in-State Wealth Management Team by Forbes! See the full 2026 rankings here: https://www.forbes.com/lists/wealth-management-teams-best-in-state/



2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info. https://www.raymondjamesconnect.com/asbeGu

02/03/2026

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11/04/2025

Social Security benefits will rise by 2.8% in 2026, helping nearly 71 million Americans keep pace with inflation. Learn what this increase could mean for your retirement income.

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08/01/2025

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and potential planning opportunities for individuals and families. Learn more:

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10/03/2024

Great Client Appreciation Night at Hops on the Hill! Thanks to all our clients and friends who celebrated with us. 🍁🍺🎶

05/30/2024

Congratulations to 2024 CT Women's Open Champion Susie Cavanagh! She birdied the final 2 holes for the win! We are proud to be the title sponsor at Madison Country Club!

04/29/2024

We are very excited to announce that Brett Bartkiewicz and Gregg Desmarais have joined our team at Crescent Point Private Wealth! Brett and Gregg will run their practice from a new Crescent Point Private Wealth satellite office located at 30 Tower Lane, Suite 345 in Avon, CT. Their team comes to us from TD Private Wealth where they managed approximately $400m in client assets. We couldn’t be more excited for them and for the growth of our overall practice - now with offices in Glastonbury, Avon and Greenwich! Please see our website at www.crescentpointprivatewealth.com for photos and biographies on Brett and Gregg and as always, thank you for the trust and faith you have in us and in our growing practice!

We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.

06/07/2023

Proud to be the presenting sponsor of the Connecticut Women's Open!

With some clutch play down the stretch Samantha Morrell wins the 24th Connecticut Women’s Open presented by Crescent Point Private Wealth.

12/21/2022

Check out our Ad that will run in the CSGA Annual Magazine! Proud of Caroline Kidney for creating such a cool Ad!