We have found most financial firms focus on themselves first - perhaps it's their special portfolio strategies, or their investment results, or some other gimmick. Here at The Cross Wealth Management Group, we strive to be different, because we put YOU at the center of our process. The first time you meet with us, we'll collaborate together to walk a mile in your shoes and learn more about your dreams and desires before we ever begin discussing wealth strategies. We'll then develop a comprehensive financial plan that helps you focus, hit, and maintain a positive trajectory towards those goals!

Our clients have repeatedly told us how much they appreciate taking the time to really understand their goals, their dreams, their passions, as well as their worries and concerns. By taking the time to properly assess and plan, we feel that we can develop a truly customized financial plan that incorporates risk management, wealth management, tax management, and estate planning strategies.