A complete list of active advisors currently associated with Crossgen Wealth LLC

Warmer can help you find a great advisor at Crossgen Wealth LLC or one who fits your needs even better.

CrossGen Wealth provides advisory services to individuals, high‑net‑worth clients, trusts, estates, corporations, foundations, non‑profits and other business entities. The firm’s services include discretionary portfolio management, comprehensive financial planning, selection of third‑party managers, pension/retirement plan consulting, and access to estate planning resources via a digital platform. The firm implements discretionary portfolio management primarily through Raymond James‑sponsored wrap fee programs — including the Ambassador Account Program and AMS managed programs — and uses both fundamental and technical analysis within a generally long‑term asset allocation and rebalancing framework. CrossGen monitors investment performance and portfolio exposure on an ongoing basis and also offers consultative or single‑subject financial planning engagements. Noteworthy aspects highlighted in the brochure include the provision of retirement‑plan participant education as part of its pension consulting program, a service the firm notes and that is uncommon among similar supported firms, and the use of the Wealth.com platform for estate‑planning document creation, where CrossGen may receive read‑only visibility of client accounts to integrate estate documents into financial planning. The brochure also discloses that the principal is licensed to sell insurance and may receive commissions for insurance products sold to clients, and describes policies and periodic reviews intended to address that conflict.

To learn more about the advisors currently working at Crossgen Wealth 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.

Name	Location	Years of experience
William Litchfield Jr.	Greenville, NC	23
Ashley Stockdale	Greenville, NC	6

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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