Edit Content

Crederecounsel.org is a comprehensive financial counseling solution that prioritizes trust, integrity, and comprehensive financial guidance for clients.

Important Links
Quick contact
Follow us

Contact Us

Welcome to Credere Counsel

Elevate Your Wealth Management Experience with a Holistic Approach

Our Services

Financial Planning

Our financial planners analyze your income, expenses, assets, and liabilities to create a personalized budget. From debt management to investment strategies, we guide you at every step.

Tax Planning

Staying abreast of tax laws, our experts identify opportunities to maximize deductions, use tax-advantaged accounts, and implement tax-loss harvesting.

Estate Planning

Beyond creating wills, our estate planners analyze assets to preserve and transfer wealth effectively, incorporating trusts and updating plans as needed.

Investment Management

Tailoring portfolios to your risk tolerance and goals, our investment managers recommend appropriate vehicles such as stocks, bonds, mutual funds, or ETFs.

Retirement Planning

Assessing goals, lifestyle, and income sources, our retirement planners guide account options, withdrawal strategies, and tax-efficient income sources.

Philanthropic Planning

For those who wish to give back, our planners help identify causes, establish charitable giving vehicles, and provide tax-efficient strategies.

Risk Management

Our risk managers assess exposure and recommend insurance coverage while providing advice on risk mitigation strategies.

About Us

At Credere Counsel, we believe in going beyond the conventional scope of wealth management. While investment management is essential, true wealth management requires a deeper understanding of your financial landscape. Our team of experts specializes in financial planning, tax optimization, estate planning, retirement planning, risk management, and philanthropic planning.

Why Choose Us?

Independent wealth advisors are committed to providing ongoing education and guidance to their clients. They stay up-to-date with the latest financial trends, regulations, and investment opportunities, and share this knowledge with their clients. This helps clients make informed decisions and stay on track with their financial goals.


Independent wealth advisors do not have any conflicts of interest, such as selling proprietary products or receiving commissions from financial institutions. This allows them to provide unbiased advice and recommendations based solely on the client's best interests. They are not

Read more

Comprehensive Financial Planning

Independent wealth advisors take a holistic approach to financial planning. They assess the client's overall financial situation, including their assets, liabilities, income, expenses, and goals. With this information, they develop a comprehensive financial plan that covers various aspects such as

Read more

Customized Strategies

Independent wealth advisors recognize that each client has unique circumstances, goals, and risk tolerance. They tailor their recommendations and strategies to align with the client's specific needs and objectives. This personalized approach allows for a more customized

Read more

Access to a Wide Range of Investment Options

Independent wealth advisors have access to a broad universe of investment options and are not limited to a specific set of products or services. This enables them to select the most suitable investments for their clients, taking into account factors such as risk tolerance, investment

Read more

Ongoing Monitoring and Portfolio Management

Independent wealth advisors continuously monitor the client's investment portfolio and market conditions. They actively manage the portfolio, rebalancing it as needed to maintain the desired asset allocation and risk level. By staying informed about market trends and fluctuations,

Read more

Risk Management and Diversification

Independent wealth advisors prioritize risk management and diversification. They help clients identify and manage risks specific to their financial situation and objectives. By constructing a well-diversified portfolio that includes investments across various asset classes and geographic regions,

Read more

Estate Planning and Legacy Preservation

Independent wealth advisors can assist clients with estate planning and wealth preservation strategies. They help access to a Wide Range of Investment Options: Independent wealth advisors have access to a broad universe of investment options and are not limited to a specific set of products or

Read more

Access to Network of Specialists

Independent wealth advisors often have a network of professionals, such as tax advisors, attorneys, insurance experts, and trust professionals, whom they can collaborate with to address specific client needs. This ensures that clients have access to a team of specialists who can provide expertise in different areas and

Read more

Education and Guidance

Independent wealth advisors serve as educators and trusted guides for their clients. They provide ongoing education and guidance on financial matters, helping clients understand their options and make informed decisions. Whether it's explaining investment strategies, tax planning

Read more

Peace of Mind

Perhaps the most significant benefit of having an independent wealth advisor is the peace of mind that comes with knowing that a dedicated professional is overseeing your financial well-being. Clients can trust that their advisor has their best interests at heart and is always working to protect and grow

Read more

Get Started on Your Financial Journey with Credere Counsel

Empower your financial future with a team that understands the broader spectrum of wealth management. Contact us today to schedule a consultation and embark on a journey towards financial success.

Corporate Values

At Credere Counsel, our corporate values form the foundation of our role as trusted advisors.

Trust and Integrity

Demonstrating unwavering integrity and transparency.

Client Focus

Prioritizing the needs and goals of our clients.

Competence and Professionalism

Continuously updating knowledge and skills.


Ensuring strict confidentiality protocols to protect client privacy.

Objectivity and Independence

Providing unbiased advice free from conflicts of interest.

Communication and Collaboration

Fostering open and honest dialogue with clients.


Lifetime - Financial Planning

Understanding your financial journey through time, we offer services tailored to every phase – Accumulation, Preparation, and Retirement.

Wealth Management vs. Financial Planning

Clearing misconceptions, we highlight the fundamental differences between wealth management and financial planning across six key parameters.

The Financial Planning Process

Walk through our transparent and client-centric financial planning process, ensuring you are involved and informed at every step.

Lifetime Financial Plan

Presenting a detailed breakdown of the elements that constitute a lifetime financial plan, including cash flow management, investment management, retirement planning, estate planning, insurance assessment, and tax planning.

Frequently Asked Questions

Comprehensive wealth management is an approach to managing your financial affairs that goes beyond just investment management. It addresses important aspects such as financial planning, tax optimization, estate planning, retirement planning, risk management, and philanthropic planning.
Comprehensive wealth management is important because it takes a holistic view of your financial life, addressing all aspects of your financial affairs. This ensures that you have a tailored strategy that meets your unique goals and objectives.
We offer a range of services, including financial planning, investment management, tax planning, estate planning, and retirement planning.
We take the security of your financial information very seriously. We use the latest security measures to protect your information and ensure that it is kept confidential.
To get started with our wealth management services, simply contact us to schedule a consultation. We will work with you to understand your financial goals and develop a tailored strategy to help you achieve them.