A complete list of active advisors currently associated with Crosswell Family Wealth Advisors

Warmer can help you find a great advisor at Crosswell Family Wealth Advisors or one who fits your needs even better.

Crosswell Family Wealth Advisors provides discretionary investment management and consulting to individuals (including high‑net‑worth clients), business entities, estates and charitable organizations, managing roughly $80.6 million across about 53 client relationships. In addition to ongoing portfolio management, the firm coordinates non‑advisory, family‑office–style consulting services — such as cash‑flow and balance‑sheet analysis, financial reporting and coordination with third‑party tax and legal advisors — which may be performed by affiliated consulting entities. The firm’s stated investment philosophy emphasizes capital preservation, return maximization and risk management, and it favors experienced judgment over purely statistical models. Crosswell implements that philosophy through a broad set of strategies and instruments — including long‑ and short‑term equity trading, options and futures strategies, fixed‑income and spread analysis, and exposure to foreign issuers and derivatives — and manages client assets on a discretionary basis. Distinctive features include an explicitly international orientation — the brochure states the firm serves domestic and international clients and invests in securities of foreign issuers — and an owner‑led structure in which senior personnel also operate affiliated consulting entities that provide bundled family‑office and corporate consulting services (with disclosed conflicts and oversight measures). The firm also uses solicitor referral arrangements for client acquisition and discloses the compensation structure for those solicitors.

To learn more about the advisors currently working at Crosswell Family Wealth Advisors, 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.