CFP® AAMS®, Financial Advisor
At Crossed Pines Wealth Management, we live by the code of the west. That means that we take pride in our work, and ride for our clients. We always place our clients at the center of their financial plan. We are trusted, strategic partners who have a deep knowledge of the financial markets and partner with our client to understand their priorities. Client success is the foundation which drives us.
Crossed Pines Wealth Management’s client-centric approach allows us to deliver comprehensive wealth management services that include: Financial Planning, Retirement Planning and Estate Planning.
With financial plans customized to each of our client’s unique financial needs and goals, we will not leave you lost in the woods.
Your unique financial plan is a tool to track your progress, one we help you adjust as your life evolves. Reevaluating your financial plan to your ever-changing goals can be as simple as helping you plan to save for a new car, or as complex as repositioning yourself after major life-changing milestone, like getting married, starting a new job, having a child or losing a loved one.
Whether you're looking to rollover an IRA, set up a savings plan, or looking for us to execute a strategy on your behalf, you can have complete confidence in the knowledge that we will help you to navigate and understand the process at each step of the way.
Crossed Pines Wealth Management works collaboratively with you and your pre-existing legal counsel to appropriately allocate your assets in your customized estate plan which ensures that all 401k retirement funds and IRAs have been accurately inventoried, along with any other high-value assets, and can be transferred to your beneficiaries in your will and living trust accordingly.
Successful transfer and allocation of your assets to your beneficiaries, or simply, peace of mind. Preparing for the reliable transfer of your assets to your beneficiaries in a tax efficient manner is unquestionably one of the most important decisions you may make in your lifetime.