REIMAGINED PRIVATE EQUITY FIRM

Wealth Coaching & Generational Wealth Management

PRACTICE AREAS

WEALTH COACHING

GENERATIONAL WEALTH MANAGEMENT

Our unique approach to wealth coaching focuses on empowering clients to make informed financial decisions and achieve their long-term financial goals.

MERGERS & ACQUISITIONS

We provide guidance and exit strategies for high net worth clients seeking to maximize their portfolio growth and investment opportunities.

PORTFOLIO GROWTH OPPORTUNITIES

EXIT STRATEGIES

Strategic exit planning to optimize value and minimize risk for high net worth individuals and families.

WEALTH PRESERVATION

Comprehensive strategies to preserve and protect generational wealth for future prosperity.

M&A GUIDANCE

Explore diverse investment opportunities tailored to achieve portfolio growth and long-term wealth preservation.

Expert advice and support for mergers, acquisitions, and strategic partnerships in the pursuit of portfolio growth.

OUR VISION

OUR MISSION

At Crestrock Advisors Inc, we are committed to redefining private equity by providing unparalleled wealth coaching and strategic portfolio management. Our dedicated team is passionate about empowering our clients to secure their financial future and achieve lasting prosperity.

ATTORNEYS

OUR TEAM

Roy Shapiro

WEALTH COACH

Tel: 877-434-4034
info@crestrockadvisors.com

Rose Goldman

PORTFOLIO MANAGER

Tel:877-434-4034
info@crestrockadvisors.com

MICHAEL JOHNSON

M&A STRATEGIST