Credent Wealth Management - Plano, TX

Credent Wealth Management - Plano, TX

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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

Financial Planner

Area Served

Plano

Contact Info

Address

7500 Dallas Pkwy Suite 475, Plano, TX 75024

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