Crescent Harbor Private Wealth is a financial advisory team based in Jacksonville, Florida, operating under the Ameriprise Financial platform. The firm focuses on providing comprehensive and personalized financial planning and investment management for high-net-worth individuals, families, and business owners. Their stated mission is to build long-term, personal relationships with clients to help them confidently achieve their financial goals through a disciplined approach that includes understanding client needs, creating tailored strategies, and providing ongoing advice.

Founded in

United States