-016f0.png)
Credent Wealth Management - Plano, TX
SerdenID : PRO-20260203-26319
About Company
Credent Wealth Management is a fee-only, fiduciary wealth advisory firm focused on helping clients achieve financial freedom through collaborative, transparent, and commission-free advice. Credent Wealth Management offers retirement planning, investment management, tax minimization strategies, charitable giving guidance, risk management, multigenerational estate planning, business planning, and high-net-worth investing, delivering coordinated, values-aligned financial strategies and personal financial teams for retirees, executives, business owners, and families across multiple U.S. locations while emphasizing independently audited performance (GIPS® compliance) and a client-first service model.
Service Category
Area Served
Contact Info
Address
7500 Dallas Pkwy Suite 475, Plano, TX 75024
- Phone Number(214) 696-2323
- Website https://www.credentwealth.com
Project Photos
Reviews
Reviews are verified through our authentication system to ensure genuine customer feedback.