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Welcome to Cress Wealth Strategies


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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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We Are Here For You

Cress Wealth Strategies was founded with the goal of assisting our clients in their financial lives. Our company philosophy is to provide a small town approach coupled with big city techniques and sophistication to help each client meet their financial goals. We strive to provide personalized financial solutions for each individual client. Whether the goal is saving for college, retirement, or to travel the world; we will diligently work to help you meet this personal financial goal.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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