and demanding schedule
after divorce or death of a spouse
working as hard and as smart as you
Get your COMPLEMENTARY Consultation Today
We consider a financial plan so essential to your success that it is included as part of our fee to manage your investments.
Our process is simple:
Working with David Cross, CPM, CRPM®, CDFA®
Our clients consistently tell us that they enjoy working with us because we care and we show it.
In addition, we actively support several charitable endeavors in the community and we hope you will as well, including:
A few of the frequent questions we are asked,
“Is my money safe with a small company?”
We frequently hear, “So what exactly is a wealth advisor and why would I need one? I don’t consider myself wealthy
If you are like many successful people, then you are sometimes so busy that you put your own important needs last on your to-do list behind taking care of family, clients, business, etc. Life can move pretty fast. If you don’t take time annually to review your progress on your financial plan then, like Yogi Berra says:
“If you don’t know where you’re going, you’ll end up someplace else.”
Speak to a professional today!
Our success is measured by your success in achieving what is important to you and your family. Clients tell us that they get to spend more time and energy with their family, friends or their work and hobbies knowing that their assets are in capable hands.