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AboutUs

Our Firm

Crestwood PB is a premier private banking institution dedicated exclusively to serving High-Net-Worth Individuals (HNWIs) and their families. We specialize in providing personalized wealth management, bespoke financial strategies, and trusted advisory services. With a legacy of integrity and discretion, we build enduring relationships that empower our clients to achieve their long-term financial objectives.

Email us

support@crestwoodpb.com

2023

Outgrid
Was Founded

20

Projects
Completed

10

Talented
Team Members

Our Vision

We envision Crestwood PB as the leading private bank recognized for our commitment to excellence, strategic advice, and dedicated execution. Our goal is to impact society positively, cultivate a rewarding work environment, and achieve sustainable success that benefits all our stakeholders.

Our Mission

Our mission is to create superior value for our clients, shareholders, and employees by delivering tailored private banking services and innovative financial solutions. We are committed to being a trusted partner—helping our clients protect, grow, and transition their wealth with unmatched expertise and care.

Our Values

INTEGRITY AND HONESTY

We adhere to the highest standards of honesty, confidentiality, and accountability, ensuring that our clients’ privacy and trust are paramount.

Our Communication Philosophy

While many financial institutions actively engage on social media, Crestwood PB takes a more conservative and secure approach to communication. Recognizing the sensitivity of our clients’ financial matters, we have chosen to forgo a public social media presence in favor of direct, personalized, and secure channels of communication. This strategy reinforces our commitment to privacy, discretion, and the exclusive service our distinguished clientele expects.

How to Access us

• Through referrals from wealth management firms, law firms, or existing clients.
• By direct invitation from bank relationship managers.
• By meeting high deposit requirements (often $1M+ minimum assets).

Meet our team leader and awesome member

Introducing our team leaders, guiding visionaries and remarkable members driving excellence in every endeavor
Michael Rendy
CEO
Christian Rodriguez
Marketing
Jose Franklin
Marketing
Julia Myers
Customer Service
Tyler Howard
Web Developer
Timothy Barnett
Web Developer
Louis Douglas
Web Designer
Sandra Hamilton
PR Manager

OUR PROCESS

Explore the steps in our process to elevate your brand’s online presence and achieve meaningful results

1. Strategic Blueprint

Embark on a journey of digital success with our Strategic Blueprint. We analyze your market, set clear goals, and gain a competitive edge by understanding industry dynamics.

2. Dynamic Web Optimization

Elevate your online presence through Dynamic Web Optimization. Our SEO-infused design and responsive interface ensure not only visual appeal but also improved search visibility and user experience.

3. Engaging Content Ecosystem

Fuel your brand with an Engaging Content Ecosystem. Tailored content creation meets strategic distribution, ensuring your message captivates your audience across various platforms.

AWARDS

Unveiling Outgrid’s Acclaimed Awards and Honors, Testifying to Our Commitment to Digital Innovation and Exceptional Service.
BRANDING STRATEGY
30 Nov 2023
  • Gold Winner

Innovation in Branding

Step into a world of creative distinction with Digmarch recipient of the Innovation in Branding Award.
United States
BRANDING STRATEGY
20 Nov 2023
  • Silver Award

Brand Brilliance Award

Experience the pinnacle of branding excellence with Brando as we proudly accept the Brand Brilliance Award.
Australia
BRANDING STRATEGY
10 Nov 2023
  • Runner Up

Strategic Vision Award

Elevate your expectations with Techo, celebrated for receiving the Strategic Vision Award.
United States
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