2835 Smith Avenue
I would like to thank you for visiting our newly designed website. Here you will find many resources to keep you up to date on various financial planning and economic changes that may impact your financial future. As a visual learner myself, besides many articles on various important topics such as social security planning and retirement planning, there is a wealth of video seminars on these subjects and alerts on how changes in the economy may affect you.
Committed to true financial planning and wealth management for over a decade, I am fortunate enough to be in a position that is truly unique in helping you grow, preserve and transfer your wealth in the most prudent manner possible. Our vision at Cross Country is to become your most trusted advisor and help you pursue your goals and aspirations through our professional guidance, education, and personalized service which seeks to enable you to live the lifestyle you envision.
As a firm, we are dedicated to putting your interests first. We are dedicated to helping others pursue their dreams. We are dedicated to the steps outlined in our Client Bill of Rights and provide the greatest service that any firm can offer. You should expect no less.
Thank you for the continued opportunity to serve you. We at Cross Country Wealth Management look forward to your feedback. Please don’t hesitate to contact us as we embark on our journey together on working towards your financial goals.
Ethan Schuchman is CEO of Cross Country Wealth Management. For nearly 15 years, Ethan has been passionate about providing customized investment and financial planning strategies in an effort to help his clients manage their goals. Ethan started this firm with a vision to inspire clients to realize their true ambitions through education, transparency, and proactive personal service which exceeds their expectations.
Together with his clients, Ethan employs a comprehensive and holistic approach to financial planning. True to his beliefs, a disciplined investment management process is a core conviction in the firm he created. Ethan is passionate about helping clients plan their portfolio, protect it from the unexpected, preserve for future generations, and help his clients prosper with the lifestyle they envisioned. He pays attention to the smallest of details and the core value that the clients’ needs are always placed before the firm. Ethan believes that when his clients entrust their hard earned assets to the firm, it is his unyielding responsibility that the years of sweat and tears it took to earn those assets are always a top priority in every decision made.
Ethan earned a Bachelor of Science with a major in Finance from Touro University while employed at the investment bank Bear Stearns in New York City. Later, as an associate at ING Financial Network, Ethan earned his Masters of Business Administration from the University of Maryland. Ethan earned the prominent CERTIFIED FINANCIAL PLANNER™ (CFP) credentials as well as the Chartered Financial Consultant (ChFC) designation. Ethan holds the registered representative licenses through LPL Financial(FINRA Series 7,63 and 65) and is an LPL Branch Manager (FINRA Series 24). Ethan has been awarded as a 2013 Five-Star Wealth Manager*.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers.