Ahmad Quqa, a trusted wealth advisor and founder of Crescent Private Wealth, brings over 20 years of experience in guiding individuals and families toward long-term financial clarity. Based in Cary, North Carolina, he offers personalized financial planning and investment strategies that align with each client’s goals and values. Ahmad Quqa specializes in wealth management, retirement planning, and tax-efficient strategies designed to protect and grow your assets. Whether you're preparing for retirement or seeking a values-driven approach to financial planning, Ahmad Quqa is here to help you build a strong financial future with purpose and confidence. Visit www.crescentpw.com to learn more or schedule a consultation today. For more details, visit our website: https://crescentpw.com/

Our Services:

- Financial Planning: Supporting individuals, families, and business owners in crafting personalized strategies that align with their life goals and values, helping ensure long‑term financial security.

- Investment Advisory: Providing expert guidance on diversified, value-driven investments and strategic portfolio design through RFG Advisory, focused on sustainable growth that supports your lifestyle, transitions, and future readiness.

- Wealth Management: Providing holistic solutions that integrate estate planning, tax strategies, retirement readiness, and values-aligned investing.

- Strategic Financial Education: Delivering timely insights, market updates, and planning resources to help you make informed financial decisions with confidence.

Why Choose Ahmad Quqa?

- Personalized, Value-Based Planning: We take the time to understand your unique vision, values, and goals to craft a financial strategy that truly fits your life.

- Holistic Wealth Services: From retirement and estate planning to investment management and charitable giving, we support every aspect of your financial journey.

- Comprehensive Support: Whether planning for retirement, succession, or strategic giving, our integrated services help cover estate planning, tax strategies, asset protection, and philanthropic objectives. 

- Accessible Education & Resources: From timely blog posts to market analyses and planning checklists, we help clients stay informed and empowered in their financial decisions.

Contact Information: 

- Business Name: Crescent Private Wealth
- Address: 1400 Crescent Green, Suite 100 Cary, North Carolina 27518
- Phone: +1 (919) 439-6090
- Email: ahmad.quqa@crescentpw.com
- Blogspot Profile: https://ahmadquqa.blogspot.com/
- About me: https://about.me/crescentprivate
- Facebook: https://www.facebook.com/people/Crescent-Private
Wealth/61556154735874/
- Linkedin: https://www.linkedin.com/company/crescentprivatewealth/
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Ahmad Quqa | Wealth Advisor

Caricati 1 settimana fa

Ahmad Quqa, a trusted wealth advisor and founder of Crescent Private Wealth, brings over 20 years of experience in guiding individuals and families toward long-term financial clarity. Based in Cary, North Carolina, he offers personalized financial planning and investment strategies that align with each client’s goals and values. Ahmad Quqa specializes in wealth management, retirement planning, and tax-efficient strategies designed to protect and grow your assets. Whether you're preparing for retirement or seeking a values-driven approach to financial planning, Ahmad Quqa is here to help you build a strong financial future with purpose and confidence. Visit www.crescentpw.com to learn more or schedule a consultation today. For more details, visit our website: https://crescentpw.com/

Our Services:

- Financial Planning: Supporting individuals, families, and business owners in crafting personalized strategies that align with their life goals and values, helping ensure long‑term financial security.

- Investment Advisory: Providing expert guidance on diversified, value-driven investments and strategic portfolio design through RFG Advisory, focused on sustainable growth that supports your lifestyle, transitions, and future readiness.

- Wealth Management: Providing holistic solutions that integrate estate planning, tax strategies, retirement readiness, and values-aligned investing.

- Strategic Financial Education: Delivering timely insights, market updates, and planning resources to help you make informed financial decisions with confidence.

Why Choose Ahmad Quqa?

- Personalized, Value-Based Planning: We take the time to understand your unique vision, values, and goals to craft a financial strategy that truly fits your life.

- Holistic Wealth Services: From retirement and estate planning to investment management and charitable giving, we support every aspect of your financial journey.

- Comprehensive Support: Whether planning for retirement, succession, or strategic giving, our integrated services help cover estate planning, tax strategies, asset protection, and philanthropic objectives.

- Accessible Education & Resources: From timely blog posts to market analyses and planning checklists, we help clients stay informed and empowered in their financial decisions.

Contact Information:

- Business Name: Crescent Private Wealth
- Address: 1400 Crescent Green, Suite 100 Cary, North Carolina 27518
- Phone: +1 (919) 439-6090
- Email: [email protected]
- Blogspot Profile: https://ahmadquqa.blogspot.com/
- About me: https://about.me/crescentprivate
- Facebook: https://www.facebook.com/people/Crescent-Private
Wealth/61556154735874/
- Linkedin: https://www.linkedin.com/company/crescentprivatewealth/

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