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 >
What have we learned thus far from Q4 earnings season and what do we hope to learn before the season draws to a close? CIO Larry Adam shares his insights in the latest Weekly Headings. ... See MoreSee Less
With the advanced Q4 GDP reading set to be released, market participants are cognizant of the potential implications for the Fed's rate hike path. Read more from Mike Gibbs, director of Equity Portfolio & Technical Strategy. ... See MoreSee Less
The Raymond James Investment Strategy Committee shares its outlook for investors in the coming year. ... See MoreSee Less
We are hiring at our Merritt Island office! As we continue to grow our practice, we are committed to providing an exceptional level of service to our clients. The opening is for a Full time Receptionist/Administrative Assistant, this position has great long term growth opportunity. We are looking for an outstanding individual to fill this vital role in our dynamic team. Do you know someone great that would be a valuable addition to The CrossleyShear Team? Let us know! Resumes and cover letters can be sent to CSWM@crossleyshear.com ... See MoreSee Less
Investors have much to consider with the latest Q4 earnings reports and key economic data from the advanced Q4 GDP reading and December's Personal Income and Spending report. 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.