- Locations
- Virginia Beach
Financial Advisors in Virginia Beach
Our independent financial advisors take pride in helping Virginia Beach’s coastal community build lasting financial success through thoughtful, client-focused strategies.
- A higher standard
Building lasting success in Virginia Beach
At WealthCrossing, we create personalized financial strategies that align with your unique goals and values. Our independent advisory team takes time to understand what matters most to you, helping you navigate important financial decisions with confidence.
When you work with WealthCrossing, you benefit from:
Strategic planning that coordinates every aspect of your financial life, from investments and taxes to retirement and legacy goals
Fee-only advisors who work solely for you, never earning commissions or selling products
A unified approach that brings together financial planning, tax strategies, and investment management to create a clear path toward your goals
Get in Touch
Help us get to know you.
- Wealth strategies
Virginia Beach wealth management services
Financial planning
Your goals and dreams deserve a solid foundation. We start with in-depth conversations to understand what matters most to you, then build a clear financial roadmap that adapts as your life evolves.
Investment management
Markets change, and so do your needs. Our team designs and manages investment portfolios that reflect your personal goals and comfort with risk.
Tax strategies
Smart tax planning happens all year long, not just at tax time. We look for opportunities to minimize your tax burden across your entire financial picture.
- Our clients
Serving Virginia Beach professionals and multi-generational families
Virginia Beach’s community includes successful professionals, business owners, and established families seeking trusted financial guidance. From entrepreneurs building lasting legacies to post-retirees looking for peace of mind, we provide personalized wealth management solutions that evolve with your changing needs.
You're in your peak earning years with complex financial decisions ahead. Our team helps you navigate stock options, business transitions, and retirement savings strategies. We'll create a roadmap that balances enjoying life today while building wealth for tomorrow.
Moving from earning to spending is a significant shift. Our wealth advisors will help guide you through key decisions about pension options, Social Security timing, and estate planning so you can focus on what's next.
Building a legacy takes careful planning. We help you implement tax-smart wealth transfer strategies that reflect your values, prepare future generations, and create a lasting impact.
- Your trusted partners
Virginia Beach personal financial advisors
Our team brings together dedicated wealth advisors and tax professionals who understand the unique financial opportunities and challenges in the coastal community of Virginia Beach. As fiduciaries, we provide objective guidance focused on your best interests.
- Meeting you where you are
Serving Virginia Beach and Beyond
Our connected team approach helps you receive consistent, high-quality service in Virginia Beach and beyond. We work with clients throughout Virginia, including Richmond, Charlottesville, Northern VA, and Middleburg.
- Let's talk
Connect with a Virginia Beach wealth advisor today
What are your goals and how can we help? Let us know in the form below!