2835 Smith Avenue,
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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.
Personalized Financial Services
Financial services, tailored to you.
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.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
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 provide you with the highest level of service.