- Who We Are
- Your Client Experience
Feel Supported and Confident in Your Financial Journey
With WealthCrossing, you won’t just get a team of intelligent financial advisors, you’ll have a group of trustworthy, caring friends.
- The WealthCrossing Difference
Three tracks to customized wealth management
Financial planning
Your wealth management plan will include retirement planning, education planning, estate planning, succession planning – whatever you need.
Investment management
We’ll take a close look at your current investments and stock compensation, and then provide a risk-tolerance assessment, an asset allocation plan, portfolio monitoring, and timely advice.
Tax strategies
Taxes are our specialty. Our tax advisors work year-round to make sure your financial plan and investments are minimizing risk and maximizing savings.
- Committed to you
Three professional services. One fee.
At WealthCrossing, we believe in making wealth management straightforward and transparent. Our fee structure reflects this commitment – one clear fee covers our complete range of services. No hidden charges, no product commissions, no surprises. Just dedicated financial guidance focused on helping you reach your goals.
Collaborative
You’ll get financial planning, investment, and tax services for one price.
Fiercely Independent
As a Registered Investment Adviser, we’ll provide fiduciary-minded advice that avoids conflicts of interest.
Understandable
We’ll explain our simple management fee schedule up front.
Performance-driven
Our fee is based upon the value of your assets. So our success is your success.
Working together to realize your vision
You know what you want your future to look like. WealthCrossing sees the big picture while focusing on the small details to set your plan in motion.
Your wealth management plan and the services we provide are centered on exactly what you need to achieve your personal goals.
Our big-company financial chops are coupled with a warm, relationship-oriented approach to service.
With our seasoned tax and accounting backgrounds, we offer tax planning at the forefront and strive to identify new tax savings ideas and address tax implications proactively.
You’ll always have someone to help you. And it will be someone who knows you. If we can’t answer a question right away, we’ll find the answer.
Our services encompass financial planning, investment management, and tax strategies to give you a complete wealth management plan.
We embrace advanced technology throughout our operations, giving our team more time to spend with you, and helping us deliver more value.
- Let’s get to know each other
Schedule your personalized consultation today
What are your goals and how can we help? Let us know in the form below!