A complete list of active advisors currently associated with WealthCrossing

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

WealthCrossing provides customized investment management to individuals, high‑net‑worth clients, and related trusts, estates, and profit‑sharing plans, primarily investing client assets in mutual funds and ETFs. The firm also evaluates and oversees independent investment managers, may recommend private investment funds to accredited investors, and offers tax preparation and planning services through representatives who are Certified Public Accountants under separate agreements. The firm constructs strategic, well‑diversified asset allocations tailored to each client’s goals and generally manages accounts on a discretionary basis with an emphasis on minimizing turnover and periodic rebalancing. WealthCrossing engages third‑party research and a due diligence provider to screen and monitor mutual funds, independent managers, and private funds, and it provides third‑party aggregation/reporting to reflect clients’ broader holdings. Notably, WealthCrossing discloses direct tax‑preparation services delivered by CPA representatives and active involvement in selecting and monitoring transferable tax‑credit investments (including historic rehabilitation, land preservation, and certain charitable credit programs), which are less common among similar team firms. The firm also reports having received endorsements from financial publications or news services and manages more than $1.5 billion on a discretionary basis while including private investments in its assets‑under‑management reporting.

To learn more about the advisors currently working at WealthCrossing, 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.