We frequently hear, “So what exactly is a wealth advisor and why would I need one? I don’t consider myself wealthy”.

The truth is, if you are working hard like many successful people, then you are sometimes so busy that you put your needs last on the list behind taking care of family, clients, business, etc. Life moves pretty fast.

Our job is to marshal your resources to get every one of your hard earned dollars marching towards your goals.

The bottom line: we are here to help you make better decisions with your money.

So this is going to cost me a fortune right? No. We believe you will be pleasantly surprised. We do not charge a separate fee for a financial plan. We consider it so essential to your success that it is included as part of our fee to manage your investments.

Our process is simple:

  • 1Schedule an initial meeting so that you can interview us and we can interview you. Tell us about your dreams, your fears, and what is most important to you. Bring your financial file and we will build a profile and build your plan.
  • 2In 2 weeks, you will have your 2nd meeting with us to hear our observations about your situation and recommendations to move you toward your goals. If you like what you hear and we seem like a fit, we can discuss our fees (you’ll be pleasantly surprised) and move forward implementing your plan.
  • The opportunity for peace of mind that comes from knowing that you are using a skilled professional to help guide your finances.
  • Confidence that comes from understanding your investments and how they relate to your plan.
  • Fun! Yes, fun educational events and lifestyle experiences that David Cross’ clients have loved over the years.

Clients consistently tell us that they enjoy working with us because we care and we show it. We are actively involved in the business and charitable community and we enjoy a strong reputation among local business leaders.

In addition, we actively support several charitable endeavors in the community including:

  • Gwinnett Medical Center
  • Rainbow Village
  • Peachtree Christian Hospice
  • Boy Scouts (David is an Eagle Scout)
  • The Gwinnett Coalition for Health and Human Services
  • The Community Foundation for Northeast GA
  • The Georgia Council on Economic Education
  • The Gwinnett Children’s Shelter