A complete list of active advisors currently associated with Crosscurrent Wealthmanagement, LLC

Warmer can help you find a great advisor at Crosscurrent Wealthmanagement, LLC or one who fits your needs even better.

CrossCurrent WealthManagement is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals and families, and also advises trusts, corporations, and foundations. The firm manages a modest amount of client assets across a small number of client relationships. The firm’s investment approach favors ETFs and individual equity positions for growth and individual bonds or certificates of deposit to provide income, with the asset mix adjusted as market conditions dictate; portfolios are managed on a discretionary basis. CrossCurrent recommends custodians such as Interactive Brokers or Schwab, does not maintain custody of client assets, and votes client proxies in accordance with client interests. What is distinctive about the firm is the adviser’s involvement outside traditional advisory work: the principal has continuing roles in business brokerage and prior involvement with a property company, indicating experience with business-transaction and real-estate matters that many independent peers do not list. The firm’s willingness to work with corporations and foundations (institutional-type clients) and to consider performance-based arrangements for accredited clients further differentiates its service mix from that of most small independent advisers.

To learn more about the advisors currently working at Crosscurrent Wealthmanagement, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.