Free Initial Consultation

We consider a financial plan so essential to your success that it is included as part of our fee to manage your investments.

Our process is simple:

  • Schedule an initial meeting so that you can get to know you and understand what is most important to you. We will listen to your concerns, collect your financial data and use it to construct a financial plan and investment plan customized to your needs.
  • In 2 weeks, you will have your 2nd meeting with us to hear our observations about your situation and recommendations to move you toward your goals.

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We Believe in…

Frequent Communication

Working with David Cross

Our clients consistently tell us that they enjoy working with us because we care and we show it.

In addition, we actively support several charitable endeavors in the community and we hope you will as well, including:

Brian Lawler

Wealth Advisor

We frequently hear, “So what exactly is a wealth advisor and why would I need one? I don’t consider myself wealthy

If you are like many successful people, then you are sometimes so busy that you put your own important needs last on your to-do list behind taking care of family, clients, business, etc. Life can moves pretty fast. If you don’t take time annually to review your progress on your financial plan then, like Yogi Berra says:

“If you don’t know where you’re going, you’ll end up someplace else.”

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Benefits

Our success is measured by your success in achieving what is important to you and your family. Clients tell us that they get to spend more time and energy with their family, friends or their work and hobbies knowing that their assets are in capable hands.

  • The opportunity for peace of mind that comes from knowing that you are using a skilled professional financial advisor to help guide your finances.
  • Confidence that comes from understanding your investments and how they relate to your plan.
  • Fun! Yes, fun educational events and lifestyle experiences that David Cross’ clients have loved over the years.

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