Private Wealth Management

At Cross Country Wealth Management, we work closely with families and high net worth individuals to develop personalized investment management and wealth strategies. You deserve individualized attention, a unique experience and a firm that understands the challenges you face that can come from significant wealth.

In working with our Private Wealth Management clients, we leave nothing to chance. We have a specialized method to seamlessly integrate all of our key financial disciplines including the Financial Plan, the Estate and Trust Planning, the Tax Planning and Philanthropy Planning. While many other firms prefer to be a piece of the puzzle, we create an incomparable wealth management strategy.

We begin the process by getting to know you, learn about your needs and what you want to achieve from life and beyond. We will ask a lot of questions related to your current investment program and philosophy. We will find out your intentions on charitable giving, information on your current trusts, your current estate plan or insurance. And, of course, we are here to answer your questions.

With significant wealth comes great opportunity, as well as an increasing complexity of choice—especially with respect to who you entrust to share your financial and personal aspirations. While maintaining and growing your assets are critical, equally important is developing a strategy for leaving behind a legacy, and having the freedom to pursue what is most important to you.

Our Service includes:

  • Comprehensive financial planning
  • Advanced estate planning
  • Investment consulting
  • Advanced portfolio and investment analytics
  • Tax-sensitive investing
  • Alternative investments
  • Trust services*
  • Single stock risk management
  • Executive compensation arrangements
  • Business exit planning
  • Financial windfall planning
  • Insurance planning

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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