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 serves individuals (including high-net-worth clients), business entities, estates and charitable organizations, managing about $80.6 million across roughly 53 client relationships. The firm provides discretionary and non-discretionary investment advisory and portfolio management as well as general consulting and non‑advisory family‑office–type services delivered directly or through affiliated consulting entities. The firm’s stated investment philosophy emphasizes capital preservation, return maximization and risk management and favors experienced judgment over purely statistical models. Portfolios may include a broad set of instruments—domestic and foreign equities (including ADRs/EDRs/GDRs), fixed income, options, futures, swaps, private placements and other derivatives—and most accounts are managed on a discretionary basis with continuous review and custodial reporting. Distinctive features include an explicit focus on both domestic and international clients and an investment program that specifically contemplates foreign issuers and local‑access products, a profile that is uncommon for similarly sized advisors. The firm also integrates non‑advisory family office and consulting work through affiliated Consulting Entities and discloses solicitor referral arrangements that can allocate a substantial portion of advisory fees to solicitors, conflicts it says it monitors and discloses to clients.

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.