Successful. Engaged. Principled.
Whether you’ve achieved great financial success through hard work or you’ve come into sudden wealth, you need trustworthy guidance to help navigate the intricacies of handling your money.
- Pre-retirees
Strategic wealth growers
You’re still in the workforce and very busy managing your career and family. You don’t have much time to carefully manage your money too. You want to maximize your high income to provide a luxurious lifestyle for yourself and your family. At the same time, you’ve set important financial goals to meet – things like buying real estate, putting your kids through college, starting a business, or even retiring early and comfortably.
At WealthCrossing, you’ll have a wealth management team that will figure out what you have today and what you could have tomorrow. After getting to know each other, we’ll set up a wealth management plan that includes independent investment advice and smart tax strategies. We work with all types of wealth builders, including entrepreneurs and corporate executives. We also support people in challenging sudden wealth situations such as divorce and inheritance. With us as your conductors, you’ll be on the right track for a successful future.
- Retirees
Going in a new direction
You may be exiting the workforce, but you don’t believe the best years are behind you. You still have plenty of dreams and goals for yourself and your family. Now you have deferred compensation plans to execute as you navigate Social Security and Medicare. Maintaining a comfortable lifestyle as your healthcare needs may change is paramount, while you focus on enjoying life.
At this stage, your financial plan will likely need adjusting. WealthCrossing can help. Your integrated advisory team will strategically reallocate your investment portfolio and recommend tax strategies to benefit you and the next generation. We’ll review and help execute a variety of financial decisions such as insurance, estate planning, and income planning. After you retire, you’ll have a clear view of your new destination.
- Multi-generational families
Changemakers and legacy builders
As the steward of generational wealth, you have many responsibilities. You must not only pass the family fortune on to future generations, but you want to be sure it is used wisely to benefit their dreams and support greater causes. You need help with tax efficient wealth transfer, charitable giving, asset management, and more. And very likely, you don’t have the time for this intensive job.
WealthCrossing will be your partner in managing these more challenging areas of wealth management. Our integrated approach means you’ll have an investment advisor to implement long-term and alternative investment strategies. You’ll have a tax accountant to minimize inheritance taxes. And you’ll have a financial planner to oversee other complicated areas such as asset protection, charitable giving, and setting up trusts and foundations. With us by your side, you’ll be able to create a family financial roadmap to last generations.
What's your vision of financial success?
- Planning together
Our 4-step partnership process
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.
Create
Your team will put their minds together to present a customized, research-based financial plan depending on where you are in life and the amount of assets you own. We’ll clearly explain all options and opportunities, and we’ll answer all your questions. We want you to feel well-informed and comfortable with your financial decisions.
Implement
There are many moving parts to wealth management — and we’re focused on each and every one. When you say go, we’ll execute investment portfolio and tax strategies. We’ll also prepare the documentation you need to move forward.
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.
- Who are you?
Our clients are anything but typical
Each client at WealthCrossing is unique. That’s why we assign a highly-credentialed wealth management team with the right knowledge to help with their individual financial needs. No cookie-cutter advice here. We enjoy getting to know you and your family, and hearing your amazing stories and goals. While no two clients are alike, you may see yourself in one of these types of people:
The Alexanders: Rising up
Couples and families who look for a partner and coach in order to navigate the growing financial complexities in their lives.
This client is typically...
- A leader within their organization.
- Ambitious and intentional about their future.
- High-income earners with complicated compensation structures.
The Phillips: protecting the future
Families and couples at the cusp of a new life stage who need a coordinated effort to stay on track. They seek support and guidance to move forward with clarity and confidence in retirement.
This client is typically...
- A Gen Xer or Baby Boomer.
- Active and interested in their financial future.
- Involved in philanthropy and industry boards.
The Ethans: Influencing generations
These families have a higher level of financial complexity that encompasses extended families. They need a confidential concierge to guide them through tax-efficient, generational estate planning.
This client typically...
- Focuses on their family’s relationships with each other and with money.
- Needs help with succession planning.
- Wants to leave a family legacy through charitable giving.
- Let's meet
Schedule your personalized consultation today
What are your goals and how can we help? Let us know in the form below!