Our Firm
Our Firm
About Us
Who we are. What we do. How we do it. And most importantly, how we place your interests first.
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.
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.
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.
Financial Planning Process
Learn about how we help articulate your values, objectives and goals, and create a customized plan towards helping you manage them.
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.
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.