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- Financial Planning
Financial Planning
It’s your money. Your family. Your future. You need a financial plan that works for you.
- The WealthCrossing Commitment
Money is just part of your story. We want to hear the whole of it. With your first visit, you’ll be encouraged to tell us exactly what you want to accomplish today and in the future.
After we grasp the financial details of your life, we’ll team up to create a complete financial roadmap just for you.
With work, family and fun, you have enough to think about. We’ll collaborate with your attorneys, insurance agents and bankers to set vehicles in motion and keep them running smoothly.
- Integrated wealth management
Be ready for anything
Get a complete picture
We’ll pull all your financial pieces together – bank accounts, retirement accounts, other assets and obligations – so you can see exactly what you have working for you.
Maximize opportunities
Once we know the scene, we’ll look for ways to cut costs, gain efficiencies, reduce taxes and create income so you’ll have more money to do more.
Achieve peace of mind
We’ll keep an eye on all the moving parts and reach out to you regularly to be sure you’re staying on the right track.
We believe you deserve a high standard of care, and that’s what we strive to deliver, day in and day out. Our advisors are fiduciaries whom you can trust to offer advice with your best interests in mind. We cherish our client relationships: your success motivates us.
*As of January 1, 2025
Founded in 2005 in Richmond, VA
- Your financial journey
Planning for where you want to be
Pre-retirement
You’re working hard to grow your wealth. We’ll help you create a spending, savings and investment plan so that you can enjoy life today and retire when you’re ready.
The next chapter
Just because you’re done holding down a regular job doesn’t mean you’re done creating, leading, planning, living. And we’re not done listening. We’ll adjust your plan when needed to ensure your assets still take care of you.
The next generation
With excess wealth comes extra possibilities. Your team will create tax-efficient wealth transfer vehicles so you can leave an ongoing legacy.
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. We’ll explain all options and opportunities, and we’ll answer all your questions. We want you to feel well-informed and comfortable with your decisions.
Implement
There are many moving parts — and we’re focused on each and every one. When you say go, we’ll execute portfolio and tax strategies and 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.
- An integrated approach
You’ll have a total wealth management team
Whether you want to build a financial legacy for your family, protect your assets, expand your wealth, or simply save for a dream, you’ve come to the right place.
Our experienced investment advisors remain focused on your goals while applying the appropriate risk strategies to help you preserve your wealth and earn income.
Your team will include sharp tax advisors who will always be looking for ways to reduce your tax liabilities and let you keep more of what you earn.
- Get smarter about money
Read educational insights by our advisors
- Let's talk
Schedule your personalized consultation today
What are your goals and how can we help? Let us know in the form below!