With all of life’s joys come financial challenges
that can be overwhelming at times. 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.
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Managing your investments requires a distinct vision, experience and expertise. That’s where we excel. Standing side-by-side with our clients to help provide the confidence of a secure tomorrow.
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Asset Management Services >
Protecting your family and preserving your wealth through trust and estate planning takes forward-thinking solutions and a passion to succeed. We’ll partner with you every step of the way to plan a lasting legacy for those that matter most.
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Planning Services >
Planning for your children’s or grandchildren’s education should be a joy. We’ll partner with you to understand your needs and goals and establish an achievable path forward, one step at a time.
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Planning Services >
No one really wants to think about insurance. However, it’s an important financial decision that will ultimately preserve and protect your wealth. We can help provide a range of solution options that will fit your personal and family needs.
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Planning Services >
Planning for retirement shouldn’t be confusing or stressful. You need a trusted partner that thoroughly understands your financial blueprint and provides the solutions to help you achieve your financial dreams of the future.
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Planning Services >
Corporate executives have unique challenges and planning needs. We can help in crafting a personal and comprehensive wealth management plan that mitigates risk and helps achieve your long-term goals.
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Wealth Management Services >
Today is the busiest day of this quarter's earnings season, with 61 S&P 500 companies set to report their results. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. ... See MoreSee Less
The CrossleyShear Wealth Management team is proud to celebrate this accomplishment with Evan Shear. Learn more (link to come)
The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit www.forbes.com/best-in-state-wealth-advisors for more info. www.raymondjamesconnect.com/_Zs43 www.raymondjamesconnect.com/aDubiZ ... See MoreSee Less
Congratulations Evan!
Congratulations Evan!
Congratulations Evan!!
Congrats! PS - yall all look so pretty! 💗
Congratulations!
Gasoline prices are up, and while that tends to grab the media's attention it's worth stating that other notable commodities have moved lower over recent months. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. ... See MoreSee Less
Happy Passover from your friends at CrossleyShear ... See MoreSee Less
Happy Earth Day! I hope you're able to connect with nature, your loved ones and your community today and reflect on ways to help protect and preserve our planet for generations to come. ... See MoreSee Less
For over 25 years, CrossleyShear Wealth Management has been driven by a singular passion - remaining by our client's side for every step of their financial journey. Learn how this promise and our client-centric approach to financial planning has established us as one of the nation's leading wealth management practices.