News, Events and Insights

HEATHROW/MERRITT ISLAND, FLORIDA, February 5, 2019 – CrossleyShear Wealth Management (CrossleyShear), one of the nation’s leading financial planning and wealth management practices, announced today the launch of CSsports. As a new division of the CrossleyShear parent brand, CSsports will focus exclusively on the complex financial management needs of athletes, coaches and related occupations in the professional sports industry. “Expanding our proven expertise and care to the sports marketplace is an organic next step for our

Happy Holidays from CrossleyShear

Posted on December 11, 2018

Dear Valued Clients and Friends, During this holiday season, as we take time to reflect on the year, spend time with loved ones and enjoy the season of good cheer, the team at CrossleyShear Wealth Management would like to wish you a wonderful holiday season, thank you for your business and for placing your trust and confidence in us. In honor and appreciation of our clients, we continue our tradition and dedication to giving back.
Just a few months ago everyone wanted to plow into stocks, all stocks, especially tech stocks. Then something very normal happened…we had a correction. A correction is a pullback usually around 10% from market highs. Just a few weeks earlier we hit new all-time highs. So what has changed? Not much. A correction happens every 8 months on average. Guess when the last one was…around 8 months ago. With that said, a correction usually feels

For a Day Foundation

Posted on September 26, 2018

Raymond James is not affiliated and does not endorse For a Day foundation.
HEATHROW/MERRITT ISLAND, FLORIDA, September 26, 2018 –  We are pleased to announce CrossleyShear’s participation in Raymond James Cares, a corporate community involvement initiative during the month of August, that encourages advisors and associates to make a difference in their communities. While CrossleyShear participates in community services and charitable giving throughout the year, we are proud to take part in the collective nationwide effort along with Raymond James’ advisors and associates. The entire CrossleyShear team, their

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