At Crosspoint we help clients make smart financial decisions through a comprehensive financial planning process. We start with your goals and objectives. We'll then build a customized non-proprietary solution solely in your best interest to help you achieve your goals.
Financial planning is the roadmap to a secure and fulfilling life, as you define it.
Successful investment management is the cornerstone of your financial future.
Unanticipated events can disrupt your financial life and upend your plans for the future.
At Crosspoint, we work for you. We represent our clients NOT big WALL STREET firms. We're proud to be squarely on your side. Our structure, culture and commitment to your success are all aligned to put your interests first to help you succeed.