At Cross Country Wealth Management, we can help you manage your investments and savings to address your goals. Our personalized strategies help you define your priorities for your money and we will use our skill, training and experience to help you work towards and seek to exceed these goals. Our financial planning process isn't just about positioning your assets where it will get the best return - it's about ensuring that your assets will help you have the lifestyle you look forward to, whether it's helping to provide financial freedom for you and your family or planning for the retirement you have always envisioned.
At Cross Country Wealth Management, we understand the strong benefits of an integrated approach and maintain our main objective: Help our clients pursue their goals. Many other advisors prefer to be a piece of the puzzle and treat critical factors of your financial life as a separate unit. This may include the structure of an investment strategy separate from the tax concerns. They may choose to employ a gifting strategy without the involvement of a qualified attorneys’ perspective. Or, they may try to position themselves as an advisor in order to push a product such as an insurance policy or mutual fund as opposed to truly understanding the clients’ full investment objectives. Utilizing a team approach and viewing your entire financial life as interconnected pieces of the puzzle can enhance your wealth over the long term – and will certainly make your life less complicated.
Our clients enjoy our high-touch client services to help keep them educated and comfortable. Our clients get proactive service by wealth managers who know them and keep them up to date on their portfolio. Clients hear from their wealth manager on a regular basis because the only way to understand their true needs is to take the time to discuss them at length – and continue to reassess them as situations change.
Partnering with our firm will give you a fresh outlook on your financial planning needs. Explore the ways you can benefit by choosing our firm, see how your portfolio will be built to suit your needs, get up to date communication and technology tools and truly see the value of all of your advisors, such as attorneys and accountants, working harmoniously on your behalf.