Investment Management

Separate emotions from the process with a disciplined approach to investing.

Listen

Instead of someone telling you what you should invest in, we take the time to get to know you and your goals first.

Customize

We combine market intelligence with what WealthCrossing has learned about you to design a portfolio that fits you.

Work hard

We’ll take care of implementing the strategy, monitoring the markets, and making strategic changes to maximize grow and minimize risk.

Making investment decisions less challenging

Fiercely independent

WealthCrossing is an independent advisory firm. That means we’re working for you, not a giant corporation. We don’t sell products, earn commissions, or have quotas. So there’s never a hidden agenda.

Reputable resources

We enhance our services with capital market assumptions, ongoing due diligence, investment research, and custodial services from other leading independent investment firms.

Trustworthy advice

There’s a difference between years in the business and years of experience. Our investment advisors have not only put in the time, but they’ve seen almost every financial situation you can imagine.

Investment advice tailored to you

WealthCrossing helps clients maintain a disciplined approach to investing through market ups and downs. You’ll get a diversified portfolio with an asset allocation designed to meet your individual needs and risk tolerance. Then we’ll watch your investments and the markets, communicate along the way, and calibrate as needs change — all while seeking to maximize after-tax returns.

$ 0 B+

ASSETS UNDER MANAGEMENT

*As of January 1, 2025

0 +

YEARS IN BUSINESS

Founded in 2005 in Richmond, VA

Investment strategies for every stage in life

What's your vision of financial success?

Our 4-step partnership process

01.

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 a lot of thoughtful conversations to understand your current investments and what you’re looking to achieve.

02.

Create

Your advisory team will work together to present a customized, research-based investment portfolio. We’ll go over all options, explain our recommendations, and answer all your questions. We want you to feel well-informed and comfortable with your financial decisions.

03.

Implement

Your wealth management plan has 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.

04.

Calibrate

Markets are always in flux. So we regularly consult with our research partners to understand evolving risks and opportunities. We’ll periodically adjust your portfolio to address changing risk tolerances and market swings — making decisions based on intelligence, not emotions.

Get a team that works for you

Your investments are only one part of your wealth management plan. With WealthCrossing, you’ll have a team of fiduciary advisors who will put their heads together to come up with the best plan for you and your family.