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.
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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.
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.
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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 >
While the election is front and center on everyone's minds, this week also is set to feature interest rate decisions from more than 10 global central banks, including the U.S. Federal Reserve, which will announce its FOMC meeting decision on Thursday afternoon. ... See MoreSee Less
Wondering how the election might impact your portfolio? 📈 Watch our latest insights on why your long-term financial strategy is built to weather any political outcome. ... See MoreSee Less
See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. ... See MoreSee Less
Equity seasonality is likely to turn from a headwind to a tailwind, as November and December mark the strongest two-month period for the S&P 500 – up 3.4% on average and positive 73% of the time since 1950. CIO Larry Adam provides insight into more market headlines in Up & Adam. ... 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.
See how we've been your trusted partner, wherever life has taken you. >