Cross Country Wealth Management's mission is to inspire our clients to pursue their true goals in life through education, communication, and service which exceeds their expectations. We are a wealth planning firm serving clients across the country through holistic financial planning, proactive personal service and disciplined investment strategies.

We are headquartered in Baltimore, Maryland and cater to affluent investors and business owners across the United States. Our vision is to become your most trusted advisor by providing clarity, transparency and personalized service to help enhance and preserve your wealth.

Explore our website to find out more about what we do and how, and then contact a wealth advisor to request a complimentary consultation.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.