Crescent Point Private Wealth

06/17/2026

Summer is right around the corner!

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.

raymondjames.com

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:

raymondjames.com

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!