Our Firm

About Us

Who we are. What we do. How we do it. And most importantly, how we place your interests first.

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Meet the Team

Get To Know Your Financial Professionals

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Our Associations

We are proud of what we do and the company we keep. For more information on our designations, our broker-dealer and custodian and accolades, click below.

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Bill of Rights

We are in business for you and only you. Learn more about how you will be treated with recommendations built around YOU, with confidentiality and transparency. Experience the difference with Cross Country Wealth.

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Investment Management Process

How to allocate your hard-earned assets can be a tricky process. Learn the methods and techniques used by Cross Country Wealth to create an investment program that is designed specifically for your goals and objectives.

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Financial Planning Process

Learn about how we help articulate your values, objectives and goals, and create a customized plan towards helping you manage them.

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Nest Egg Strategy

Do you know YOUR Nest Egg Strategy Target? Your NEST is the rate of return necessary on your portfolio assets to achieve your goals throughout retirement and leave assets to your loved ones. Find yours today.

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Second Opinion

Is your portfolio properly designed to help work towards your goals? Have a wealth associate preform an in-depth analysis to ensure your wealth is properly designed to work towards your goals.

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