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 >
Happy Rosh Hashanah to our Jewish friends, clients, and colleagues. Wishing all a sweet new year. ... See MoreSee Less
Raymond James CIO Larry Adam notes that even as unexpected detours occur, investors can't lose sight of their long-term goals. ... See MoreSee Less
We had another popular event last week at Rising Tide Tap & Table. The beer and food pairing was fantastic! ... See MoreSee Less
Whether you are about to retire, or it is still years away, how you control your income and cash flow in retirement is a worthy concept to contemplate and fixed income can be a stable contributor to your retirement income vision. Featuring insights from four Fixed Income strategists, the latest edition of Fixed Income Quarterly offers insights into what's real and what's relevant in today's market data for fixed income investors. ... See MoreSee Less
Loss aversion is natural - nobody wants to lose money, of course. But when loss aversion becomes too strong, it can be more hindering than helpful. Here are a few ways to strike a balance. ... 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.