Wealth Partner - Fulfilling comprehensive wealth management needs of individual clients - Develop tailored solutions for small business retirement plans - Adept in helping clients identify their long-term financial goals - Develop customized financial plans for individual clients - Enable clients to pursue their long-term financial goals CX Institutional, doing business as Credent Wealth Management, offers a multiple strategy platform that operates on three main pillars aimed at objectivity, strategy diversification, and on-going education. By employing a non-emotional and quantitative process, our platform provides a global approach to asset selection and remains sensitive to the total c