- Who We Are
- How We Do It
Dedicated Service with a Personal Touch
The WealthCrossing Way is as precise as it is flexible.
- The partnership process
A 4-step approach to working together
Discover
Your first visit with WealthCrossing might not be what you expect. The first thing we do is get to know each other. We take time to learn about you and your family and share information about WealthCrossing. We’ll have thoughtful conversations to understand what you have and what you’re looking to achieve.
- Determine your goals & objectives
- Introduce your investment, tax and support team
- Explore possible solutions, raise potential issues
Create
Your team will put their minds together to present a customized, research-based financial plan. We’ll explain all options and opportunities, and we’ll answer all your questions. We want you to feel well-informed and comfortable with your decisions.
- Plan for retirement, liquidity events, and wealth transfer
- Invest in the capital markets with discipline
- Strategize for maximum tax savings and clarity
Implement
There are many moving parts — and we’re focused on each and every one. When you say go, we’ll execute portfolio and tax strategies and prepare the documentation you need to move forward.
- Set up and consolidate retirement plans
- Smartly exercise stock options
- Prepare tax paperwork year-round
Calibrate
The one thing you can count on in life is change. So we regularly check in to find out what’s new with you, your family and your business. We’ll review your cash-flow analysis and recommend tweaks when necessary.
- Communicate in the way you prefer and on your schedule
- Reassess your goals & objectives
- Reallocate your portfolio; buy or sell other assets
What's your vision of financial success?
- Our capabilities
We tap reputable, independent resources
Capital Market Assumptions
Our in-house team studies monetary and fiscal policies on a global scale to provide long- and short-term outlooks for stocks, bonds, and alternative assets. We’ll share these insights with you as we design your investment portfolios.
Due Dilligence
We consult with innovative firms that use the latest technology to provide real-time intelligence into the performance of individual companies and asset managers. Together, we run risk diagnostics and optimize client portfolios.
Investment Research
We identify value and growth opportunities while minimizing volatility in portfolios by analyzing data collected by the best minds in the business that have a finger on the latest economic trends for specific industries and sectors.
Custodial Services
We have relationships with leading, trustworthy portfolio management and custodial services firms in the country to assist with trading and rebalancing. And we’ll always look for ways to reduce fees.
- Let's talk
Schedule your personalized consultation today
What are your goals and how can we help? Let us know in the form below!