- Who We Serve
- Pre-Retirees
Ambitious Wealth Growers
You’re on your way to accomplishing many great things. How do you make sure your money will take you there? WealthCrossing will draw a personalized roadmap.
- Gain clarity
Feel confident about your financial future
WealthCrossing works with a variety of driven individuals and families who want to learn how to grow their wealth and manage their finances responsibly. Our clients are well-compensated professionals, successful entrepreneurs, and people who had a substantial financial windfall. We’ll handle the complicated financial things so you can stay focused on what matters most to you.
Retirement planning
Retire when you want to. We’ll review your current cash flow, consolidate 401(k) plans from various employers, discuss insurance plans, and make portfolio recommendations for stable growth.
Executive compensation
Understand your options. Together, we’ll work on a plan to properly exercise incentive stock options and company shares, both before and after a liquidity event, so you can minimize tax liabilities.
Small business ownership
While you’re busy running your company, your WealthCrossing team will help manage your finances. We’ll go over retirement choices such as SEP IRAs, 401(k) plans, and SIMPLE IRA plans for small business owners, as well as exit strategies.
Education planning
Whether for yourself, your children, or your grandchildren, we’ll set up an appropriate, tax-advantaged education investment plan so you may afford the learning institution of choice.
Asset accumulation
Do you want to buy vacation homes? Rental properties? Cars? Sophisticated art? Whatever your dream, we’ll devise a financial plan and help execute it.
Protection planning
We evaluate your current life and disability insurance to uncover any gaps in your family's financial safety net, giving you peace of mind that your loved ones will be protected no matter what.
Sudden wealth
Situations such as divorce or death are challenging enough to handle. Your team will be there to support you and plan for how to handle a large monetary influx so you can steadily move forward.
- Integrated wealth management
A trustworthy partner through every life stage
As you move through life and your wealth continues to grow, WealthCrossing will be here to guide you through transitions and help manage new financial challenges. Your wealth management team will revise your financial plan when needed to keep you on the right path.
We’ll apply a team approach to estate planning for your entire family that considers tax implications, charitable giving, and investment strategies.
When you’re ready to move into your next phase, your WealthCrossing team will help you change tracks to reach new life goals.
- Explore who we are
Work with a financial team dedicated to you
At WealthCrossing, we understand you’re not like everyone else. That’s why we assign a team of advisors that focuses on you and designs a personalized wealth management plan specifically for you and your family. Learn more about how we’re different.
From the very beginning, you’ll discover that we care. We care about your accomplishments, your family, your concerns, and your goals. And we’ll put great care into your financial plan.
We take an independent, integrated, and balanced approach to wealth management that includes financial planning, investment management, and tax services.
Our diverse team of personal financial advisors not only have the necessary credentials, they have seen a lot of situations and can put that experience to work for you.
- Call or email us
Schedule your personalized consultation today
What are your goals and how can we help? Let us know in the form below!