About Us

Our History

Since 2012, Crest Capital has flipped the traditional wealth management model on its head by putting service first to ensure its leaders can remain focused on their endeavors without the burden of optimizing the wealth they’ve created. Founded by 30-year industry specialists Drew Nordlicht and David Molnar, Crest Capital has delivered full family office services to a select group of clientele around the country. As clients and their families have grown into more complex personal scenarios, the business has continually developed its suite of service offerings. Today, each pillar of the service model is supported by a team of experienced strategic, financial, and operational executives