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About Us

We get to know our clients and understand what matters most to them.

About
* Who We Are

At Crescent Private Wealth, we provide service that values your purpose as the driving force behind our actions. Each of us holds certain values that truly matter in our lives, and for the majority of us, our existence revolves around supporting, nurturing, and progressing what holds significance to us. As an experienced Wealth Advisor, Ahmad Quqa founded the company in 2024 to provide clients with a higher level of service. Respectively, Associates Mona Amiri, Heidi Moreno, and Ibraheem Amin joined Quqa bringing to Crescent Private Wealth experience, investment management, and together, they have built a team that consistently delivers in delivering comprehensive financial solutions and client satisfaction.  

Ahmad Quqa, MBA, AAMS™

Founder, Wealth Advisor

In today's ever-changing financial world, I understand the challenges of navigating through the twists and turns. From tax reforms to global events and personal circumstances, there is a lot that can impact your life goals, retirement, and legacy plans. That is why I believe in starting with a conversation and listening to what matters most to you and your loved ones. 

With over two decades of experience in the financial services industry and an MBA from the University of Dallas, Texas, I specialize in helping individuals, families, business owners and professionals be confident about their financial futures. As an Accredited Asset Management Specialist™ (AAMS®), I offer personalized strategies tailored to your unique life goals and preferences, ensuring a comfortable lifestyle and a lasting legacy.


Working closely with my dedicated team, which includes our Director of Operations, Ali Zelmat, and our Private Wealth Client Services Associates, Mona Amiri, Heidi Moreno, and Ibraheem Ameen, we aim to deliver customized solutions to a diverse clientele, from investor to business owners and multi-generational families.

Based in Raleigh, North Carolina, I live with my wife Nada and three children Randa, Omar, and Maryam. We enjoy family adventures and exploring new culinary delights. Reflecting on my journey from my first job at an ice cream shop at age 14, I understand the value of dedication and stewardship in building a successful business. While my love for chocolate caramel dip-top cones may be a bit indulgent, it reminds me of the importance of balancing enjoyment with smart financial planning. 

Mona Amiri

Associate, Private Wealth Client Services

919-439-5377

mona.amiri@crescentpw.com

Heidi Moreno

Associate, Private Wealth Client Services

919-439-5489

heidi.moreno@crescentpw.com

Ibraheem Amin

Associate, Private Wealth Client Services

919-439-5649

Ibraheem.amin@crescentpw.com

We Align Your Money and Your Life.

In addition to aligning your money with your values and passions, we work to align your money with your life. As in, you have plans and hopes and dreams. Maybe you want to travel the world, retire early, leave a legacy for the next generation or support a cause you care about.

These are likely plans and goals you’ve had your entire life. And through smart, efficient and strategic wealth management, we can help make sure that when the time comes for you to take that next step — to reach that goal — your money is ready, too.


Investing in You.

Managing your wealth in a way that reflects your values and passions takes time. It takes time for us to get to know one another. It takes time to find the right investments and opportunities. It takes time to make changes to your financial plan as your life changes.

We invest the time. We provide the personal service. We’re invested in you and determined to help you achieve your financial and personal goals.

We Align Your Money and Your Values.

But what about our money? If we make most of our life choices based on our values, shouldn’t this also apply to our decisions about money? Shouldn’t your investments reflect your values and purpose?

We get to know our clients and understand what matters most to them. In fact, our entire first meeting is structured so we can get insight into what you are passionate about and what goals and values drive you.

For example, your faith. We have a deep respect for all faiths and are always keenly aware, in all the recommendations and decisions we make, of the power of faith in their lives. The same applies if you care deeply about the environment or your community. We’re here to help you manage your wealth in a way that incorporates and respects what’s most important to you.

* RFG Advisory

We are powered by RFG Advisory.

RFG Advisory is our award-winning platform partner. Their job is to put together all of the tools that I need to build a business with cutting-edge technology and the support we need to serve you.

Learn more about RFG Advisory and their award-winning support of Independent Advisors like us.

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Crescent Private Wealth