Our mission is to provide comfort, stability, and peace of mind through customized strategies managed by someone you can trust.
We're driven by our three core principles:
We use insights from decades of Nobel Prize-winning research to build portfolios that improve your chances of success—no crystal balls or guesswork required.
We can’t control the markets, but we can control how we react. Staying disciplined is key to helping you reach your goals, no matter what the markets do.
With nearly a decade of working with top financial advisors, we’ve seen the good, the bad, and everything in between. As fiduciaries, we use that know-how to guide you, always putting your best interests first.
Assess your current financial situation and clarify what you want to achieve
Craft a tailored financial strategy to help meet your goals
Build on your success with strategies that adapt to your evolving financial needs
Your entire financial picture, organized and optimized for where you are today and where you want to be tomorrow.
We design portfolios that align with your goals, balancing growth and stability without unnecessary risks.
Strategic advice to help minimize taxes and keep more of what you earn and grow.
Plan for a comfortable retirement with a clear roadmap to enjoy the life you’ve worked for.
Ensure your legacy is preserved and your assets go to the people and causes you care about most.
Smart strategies to reduce debt and free up resources for the things that matter to you.
Get clarity on where your money is going and how to make it work harder for you.
Save for future education goals with tailored strategies that grow with your family’s needs.
Custom financial solutions to help you run and grow your business with confidence.
Make an impact by creating a plan for meaningful giving and lasting legacy.
Support and advice to help you navigate the financial challenges of life’s big changes.
Plan how to convert assets into cash and exit ownership while preserving value.
Cresvita, which translates to "growing your life," was founded by Kyle Portnoy, CFP® whose passion for finance was ignited early on, learning the ropes from his dad, who remains an advisor today. Kyle further honed his expertise by earning an MBA from the University of Chicago Booth School of Business, where he had the privilege of studying investments under the people who literally wrote the book(s) on the subject.
Equipped with this knowledge, Kyle spent the better part of a decade working alongside financial advisors, helping them craft effective investment strategies, enhance client communication, and expand their businesses. Through this experience, he developed a unique ability to simplify complex financial concepts, making them accessible and understandable to all.
Kyle's entrepreneurial spirit led him to venture into the startup world, where he eventually founded his own company. This journey provided invaluable insights into the intricacies of business and life, further shaping his perspective on financial management.
With a process born in the classroom and refined through collaboration with hundreds of advisors, Kyle has now channeled his accumulated knowledge and experience into the creation of Cresvita Capital. His mission is to empower clients with the financial clarity and confidence they need to achieve their goals and live their ideal lives.
Let’s make your goals happen, together.
Years of experience
Satisfied clients
Growth lmao
