A different kind of
wealth advisor.
Crestmark Wealth was founded in February 2026 by Ben Batiste — a U.S. military veteran who served in both the Marines and the Army — with a singular conviction: that families of significant means deserve an advisor who coordinates every dimension of their financial life, not just manages a portfolio.
Ben's military service instilled in him a deep commitment to preparation, discipline, and mission clarity. Those values now define the way he approaches wealth planning. Before recommending a single investment, he insists on understanding the full picture: your tax obligations, your estate, your business interests, your family dynamics, and what you ultimately want your wealth to accomplish.
The name Crestmark Wealth Group reflects that philosophy — a crest is earned, not inherited, and a mark is made through consistent, purposeful action over time. That is how Ben thinks about building and preserving wealth for the families he serves.
"The families I work with don't need another salesperson. They need someone who asks better questions, thinks longer, and stays accountable to their full financial picture — not just the portion they've handed over."Ben Batiste · Founder, Crestmark Wealth
Coordinated wealth.
Undivided attention.
Most advisors manage one piece of a client's financial life. At Crestmark Wealth Group, we operate differently. We act as a Virtual Family Office — the kind of coordinated advisory relationship traditionally available only to ultra-high-net-worth families — bringing together investment strategy, tax planning, estate coordination, and legacy planning into a single, coherent approach.
We work with a deliberately limited number of families. That is not a marketing statement — it is a structural commitment that ensures every client receives genuine attention, not a scheduled check-in.
Fiduciary, Always
We are legally and ethically obligated to act in your interest alone — never in the interest of a product, a platform, or a commission structure.
Total Coordination
Tax, estate, investment, philanthropy, and legacy planning are not separate conversations — they are interconnected dimensions of a single strategy.
Genuine Independence
Because we are fee-based and independent, we recommend what is right for your family — not what a fund company pays us to recommend.
Radical Patience
We measure success in decades. We build strategies for the generation you are in and the generation that follows — and we are here for both.
Earned Trust
We do not begin a relationship with a pitch. We begin with listening. The families we serve choose us — and we choose them in return.
Institutional Backing
Affiliated with HTK (Hornor, Townsend & Kent) — with roots dating back to 1847 — we combine boutique attention with institutional depth.
Ready to have a quiet conversation?
We work with a limited number of families each year. If you'd like to explore whether Crestmark Wealth Group is the right fit, we'd welcome a confidential introduction.
Request a Private Introduction →