- Services
- Financial Plannng
It's Always Tax Time. Keep More of What You Earn.
Whether you’re preparing for retirement or already there, we integrate financial planning, investment management, and tax strategy to give you a clear, confident path forward.
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- Wealth management services
Financial advice with you in the center
At WealthCrossing™, your financial plan starts and ends with you. We’ll put together a team of financial advisors who will listen to you, discuss all the pieces that make up your financial life, and recommend solutions that would benefit you and your family.
Count on a lot of thoughtful conversations — and a lot of questions. Because without a full picture, your financial plan just isn’t complete.
We combine market intelligence with what your WealthCrossing team has learned about you to design a portfolio that fits your lifestyle and your goals.
We continually review your portfolio and financial plan, watch what’s happening with the tax code, and work to reduce your tax liability throughout the year.
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What's your vision of financial success?
- Financial planning FAQ
You have questions. We’ll answer them.
Will I be able to retire early?
You know you’re on the right track for a comfortable retirement. But how soon can you make the switch? Will your savings last before Social Security and Medicare kick in? What if you or a family member require expensive healthcare? Your team will evaluate all your assets, liabilities, and risks, compare them with your goals, and run various scenarios so you can make confident financial decisions.
What could happen to my lifestyle if the market crashes?
Financial markets always go up and down. A change in presidential administrations also brings uncertainty. Our investment advisors consult independent research to understand the latest market and economic trends and create a balanced, risk-appropriate portfolio based on intelligence, not fear.
Will I leave my family a huge tax bill?
You can transfer wealth while minimizing estate taxes through a variety of options including trusts, endowments, family foundations, lifetime gifts, and more. Your team will guide you and your family through a strategic estate plan.
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- Our team
Years of wealth management experience at work for you
Our advisors have backgrounds working with some of the nation’s biggest financial services, accounting, and tax firms. Our founders are Ernst & Young (EY) veterans. Their experiences come together to deliver refined wealth management guidance.
- Serving Virginia
Wealth management services for Virginia and beyond
Located in the heart of Virginia's capital, our office serves as a hub for collaborative financial planning that puts your goals first.
From Tysons to Alexandria, our team helps ambitious professionals and established families navigate the unique financial opportunities of the DC metro area.
Our team of fiduciary financial advisors serves Central Virginia's thriving community with personalized wealth management solutions.
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Schedule your personalized consultation today
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