Integrated Wealth
Management Services
You want a tax-smart financial plan with an investment portfolio geared toward where you want to go in life. You can have all of that.
- 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. Think of us as the conductor, making your financial journey smoother and more enjoyable.
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.
- Where planning, investments, and taxes intersect
A personalized wealth management plan that considers all directions
- A flexible plan that evolves as your life changes.
- Goals-driven investment strategies.
- Tax-advantaged estate planning.
- High-tech tools combined with high-touch service.
Our integrated approach to managing your money creates a balanced, clear path toward your financial goals.
- A highly credentialed team
Your partners for financial success
Throughout your journey with WealthCrossing, you’ll have a team of experienced, credentialed advisors to guide you, including a wealth advisor, tax advisor, and investment advisor. As fiduciaries, we have no products or gimmicks to sell. Just professional advice, support and friendship.
Founded in 2005 in Richmond, VA.
*As of 01/01/2025
- 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.
- Let’s get started
Schedule your personalized consultation today
What are your goals and how can we help? Let us know in the form below!