Our Clients

Private Wealth Management

Learn how to Plan and help preserve your wealth with Cross Country Wealth Management. We work closely with families and high net-worth individuals to create a tailored investment and financial planning program that seeks to address and work towards your investment goals.

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Foundations & Endowments

You have a mission and we have a way to get your organization there. Cross Country Wealth strategizes with you and your Trustees to maximize your organizations wealth. Together, we will create and implement your IPS to match your Spending Policy while ensuring you're in compliance with your fiduciary responsibilities.

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Business Owners & Executives

As the main drivers of the economy, business owners and executives are faced with a myriad of challenges. Between operating their business, managing payroll and motivating employees, you need to have the best tools in your toolbox to attract and retain key employees and manage your own tax burden.

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