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.
Read more about our Services
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.
Learn more about our Retirement
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.
Learn more about our Executive
Wealth Management Services >
Spring is a season of hope and new beginnings. What does spring have in store for the markets? CIO Larry Adam provides dynamics his team will be monitoring in Weekly Headings. ... See MoreSee Less
One year into a tightening cycle designed to curb rising inflation, the Fed indicated that its rate hikes may soon be drawing to a close after a 25 basis point increase was announced at its March 22 FOMC meeting. ... See MoreSee Less
There's some hesitancy in market participants ahead of the FOMC policy decision, which will feature an updated Summary of Economic Projections. Read more from Mike Gibbs, director of Equity Portfolio & Technical Strategy. ... See MoreSee Less
While the financial markets and headlines remain volatile, CIO Larry Adam notes there has been some incremental positive momentum. He outlines positive events that are outweighing negative developments and looks at dynamics to focus on in the week ahead. ... See MoreSee Less
Market participants remain hesitant as developments in the banking sector continue to unfold. Read more from Mike Gibbs, director of Equity Portfolio & Technical Strategy. ... See MoreSee Less
For over 20 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.