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.
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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 >
On Monday, the Treasury Department is expected to report a March budget deficit of about $658 billion, bringing the 12-month total to nearly $4.1 trillion, about 19% of GDP. Hear more about current economic conditions from Chief Economist Scott Brown. ... See MoreSee Less
What are the investing implications associated with decarbonization? Learn more about what the global energy transition means for investors. ... See MoreSee Less
Regardless of your income, we can help you convert your traditional IRAs or 401k assets to a backdoor Roth IRA, paying taxes now and earning interest tax-free for the life of the investment. Watch our video to learn more. www.rjsocialmedia.com/aXTbq5 ... See MoreSee Less
Many investors are worried about higher inflation, but according to Chief Economist Scott Brown, it's unlikely that we'll see a lasting period of substantially higher inflation. Learn why. ... 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.