Halifax Wealth Management Merges with CrossleyShear Wealth Management
We welcome the addition of Andrew Hall, IMC, Rae Ann Bennett and his network of established clients to our practice where they can expect a seamless transition and the same client care they are accustomed to receiving.
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 >
The main catalysts for today's session are quite similar to yesterday; the market awaits the release of a key piece of inflationary data while a slate of large banks have reported their earnings before the open.
Read more in the Morning Brew. ... See MoreSee Less
Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam. ... See MoreSee Less
The stock market has been resilient in the face of tariff announcements over the past two weeks but has been subject to some softer pockets when the country in question is a close trading partner.
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President Trump also said in a NBC News phone interview that most trading partners will face a 15-20% tariff, and that the EU will get a tariff letter later today.
Read more in the Morning Brew. ... See MoreSee Less
Don't let the "What If Monster" keep you up at night. With a clear financial plan, you can enjoy mojitos, movie nights, and memory-making moments without regret. From setting spending parameters to embracing spontaneity (within reason!), we've got smart, doable tips to help you savor the season, not stress over it.
Discover how to keep summer spending in check and fun on track ➡️ www.raymondjamesconnect.com/6MHMh www.raymondjamesconnect.com/ar7xnC ... 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. >