Skip to content
Crescent Point Private WealthCrescent Point Private Wealth
  • Home
  • About Us
    • About Us
    • Bradford Kidney
    • Brett Bartkiewicz
    • Christopher Rupp
    • Gregg Desmarais
    • Sean Scraba
    • Kristen Bellemare
    • What Makes Us Different
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Sudden Wealth
    • Women Investors
  • How We Serve
    • How We Serve
    • Our Approach
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Portfolio Management
    • Retirement Planning
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
  • Resources
    • Resources
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Glastonbury Office
    115 Glastonbury Blvd Ste 100 Glastonbury, CT 06033-4403 T: 860.430.8501 F: 860.430.8506
    Map and Directions Map and Directions
  • Avon Office
    30 Tower Lane Suite 345 Avon, CT 06001 O: 860.430.8501 F: 860.430.8506
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Education
    • Retirement Planning
    • Women
  • Media
    • Article
    • Infographic
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
Read
Read
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
Read
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Read
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
Read
Despite recent volatility, we maintain our constructive outlook
3/7/2025

Raymond James CIO Larry Adam reinforces that while volatility is never comfortable, it's an inherent part of the market's fabric.

Markets & Investing
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Tax Planning
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving

The future at your fingertips

Crescent Point Private WealthCrescent Point Private Wealth
  • Crescent Point Private Wealth
  • Email: CVH@RAYMONDJAMES.COM
  • Glastonbury Office: 115 Glastonbury Blvd Ste 100 Glastonbury, CT 06033-4403
  • T: 860.430.8501
  • F: 860.430.8506
  • Map & Directions
  • Map & Directions
  • Crescent Point Private Wealth
  • Avon Office: 30 Tower Lane Suite 345 Avon, CT 06001
  • O: 860.430.8501
  • F: 860.430.8506
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Crescent Point Private Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use