With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Paul Previte

CRPC, BFA

Private Wealth Advisor

President of Crescent Bay Wealth
Visit Paul Previte's website


Team

Ina Lako

Ina Lako

Operations Manager