About Us

We understand that life can be complicated. In between those moments of happiness and joy, there are complex financial decisions to be made that will ultimately impact your vision of tomorrow. You need a trusted partner that understands your needs and has the solutions, vision, experience and expertise to help you accomplish your goals and protect those that matter most. To make what may appear impossible very possible. Whether you’re planning for retirement, saving for your child’s education or simply looking for financial planning advice, CrossleyShear is here to help you along life’s journey.

For over 20 years, CrossleyShear Wealth Management has been driven by a singular passion – to be there for our clients at every step of their financial journey. Whether for individuals, families, executives, small businesses or professional athletes, we are driven by a promise to deliver personalized care and customized solutions for all your life's needs ranging from everyday spending advice and retirement planning to managing your investments, insurance, college savings and business planning. It’s a care commitment we live by every day, empowering our clients to achieve their financial goals and provide security to those that matter most. Working by your side to plan for life’s uncertainties and celebrate life’s joys. Together, wherever life takes you.

Our Mission

To empower our clients with innovative financial solutions and exemplary care. Partnering with them to help achieve their goals and protect those that matter most. Wherever life takes them.

Our Values

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