Creative. Insightful.
Approachable.

(in other words, not your typical financial advisors.)

Making your financial journey smoother and more enjoyable

At WealthCrossing, we seamlessly connect all the financial dots—from planning and taxes to asset management. Picture having a team that not only understands the technical details but also appreciates how they affect your daily life. We take the lead, making your financial journey smoother and more enjoyable.

Whether it’s optimizing tax strategies or aligning your investments with your future goals, we’re in this together. With WealthCrossing, pre-retirees, retirees, changemakers, and multi-generational families can confidently make financial decisions knowing we’ve got your back.

0 +

YEARS IN BUSINESS

Founded in 2005 in Richmond, VA

$ 0 B+

ASSETS UNDER MANAGEMENT

*As of January 1, 2025

TEAM MEMBERS

A dedicated team of highly credentialed advisors at your service.

Our values are laser-focused on your long-term goals

Commitment

We recognize the importance of our relationships with clients, the community, and each other, and we’re committed to keeping them strong.

Collaboration

We’re a strong team of tax and investment professionals working together and closely with clients, to provide excellent service.

Client-Driven

Caring about our client’s needs, wishes and fears—coupled with a whatever-it-takes attitude—is part of our DNA.

Accountability

We continually monitor progress, review strategies, and make adjustments as needed to help clients stay on track towards their financial goals.

Empowerment

Our talented team brings the guidance, support, and knowledge you need to make confident financial decisions.

Clarity

We strive to understand clients’ goals, communicate clearly and demonstrate transparency in all we do.

What's your vision of financial success?

An integrated approach

Where planning, investments, and taxes intersect

Financial planning

Retirement planning

Feel confident that you’ll be financially ready to retire when you want to. We’ll evaluate all your current retirement plans and set you on a clear path to a comfortable and worry-free future.

Cash flow planning

Turn your dreams into reality. Whether you're considering a vacation home, planning memorable family trips, or making meaningful gifts, we'll help map out the resources you need to bring your aspirations to life.

Estate planning

Strategic estate planning allows you to take care of your loved ones and your community on your own terms. We’ll walk you through many options to find the best solutions for you.

Investment management

Portfolio design

Your personalized investment plan will be tailored to your time horizon, your assets and liabilities, and your various goals to achieve appropriate risk-adjusted returns.

Portfolio monitoring

We don’t set it and forget it. We’re continually monitoring the markets and performance to align your portfolio with the changes that happen in your life.

Maximize after-tax returns

Keep more of what you earn through careful asset selection, tax loss harvesting, and other smart investment options.

Tax strategies

Tax-smart planning

We look ahead to minimize taxes on every financial decision. From Roth conversions to tax credit opportunities, we help you keep more of what you earn through proactive, year-round tax planning.

Wealth transfer strategies

Your family's future deserves careful attention. We specialize in helping you transfer wealth to the next generation by leveraging tax-smart gifting strategies and establishing well-structured trusts. Our approach minimizes gift and estate taxes, ensuring your legacy is preserved.

Life transition guidance

Major changes like retirement, inheritance, or business sales have significant tax implications. We help you navigate these transitions smoothly by planning ahead to help minimize surprises and maximize tax efficiency.

Keep your money where it belongs. With you.

Whether you’re advancing in your career, beginning your retirement, or stewarding your family’s wealth, our integrated approach to wealth management keeps you moving confidently toward your vision of financial success. Taking care of clients is in our DNA, and our highly-credentialed team works every day to keep your money where it belongs — with you.

Pre-retirees

Your ambition and hard work are paying off. You want to be sure your expanding wealth serves you and your family for years to come. We’ll put you on a strategic path to grow and protect your assets.

Retirees

As you enter and enjoy this new life stage, we'll give you the financial clarity and confidence you need to maintain a comfortable lifestyle.

Changemakers and multi-generational families

You’re the steward of not only the family’s wealth, but of the family’s values. We’ll help you align both by being the concierge to meaningful wealth transfer.