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.
Learn more about our Investment &
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.
Learn more about our Trust & Estate
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.
Learn more about our Education
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.
Learn more about our Insurance
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 >
Congratulations to our own Dale Crossley for being named to Forbes Magazine's 2021 List of America's Best-in-State Wealth Advisors. www.rjsocialmedia.com/ayX3r6 ... See MoreSee Less
Congratulations!! Great job.
Congratulations 🍾
Congrats to you! Keep making me money!
"Sequence of returns" or SOR risk is the possibility that a down market near your retirement date could affect your future spending power. SOR can be nerve-wracking but it is risk you can manage – with a well-thought-out plan. ... See MoreSee Less
Congratulations to our own Evan Shear for being named to Forbes Magazine's 2021 List of America's Best-in-State Wealth Advisors. www.rjsocialmedia.com/azu8z6 ... See MoreSee Less
Congratulations Evan!!
Fantastic news!! Congratulations Evan!!!!
Congratulations Evan!
Congratulations!!
Congratulations 🍾
🙌 🙌 congratulations! I was excited to see some familiar names on the list. Proud of them all.
Congrats!!
Congratulations!
Congrats Evan!!
Good for you!!!!!
Well done!
Wow that’s amazing!!
That’s my bro !
Atta kid!
Congratulations!!
Congrats!! 👏🏼👏🏼👏🏼
Of course! Congrats!!
You go!! I'm not surprised though!😎
Great
Congratulations Evan!!!
Congrats Evan!
👏👏👏👏
Fantastic. Congratulations
The role of a trustee comes with a variety of responsibilities and liabilities. How do you choose the right person for the job? Narrow your search by identifying someone with these three characteristics. ... See MoreSee Less
Life involves risk, but what kind of coverage do you really need? Here are four useful types of policies. ... 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 managment firms.