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.
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 >
Friday the 13th hasn't always been frightening for market participants; the S&P 500 has been positive 57% of the time and finished in positive territory six of the last seven Friday the 13ths. ... See MoreSee Less
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Open Enrollment is a crucial time of year when your Medicare choices can significantly impact your health and finances. Think of it as your annual financial checkup – plans and pricing change every year, so it's important to look closely when reevaluating your current plan during Open Enrollment.
When Medicare beneficiaries are unsure how their plan and coverage works, they can wind up paying more for their health care than necessary and miss out on getting the coverage that's available to them. Recent studies show that 65% of Medicare beneficiaries find the program confusing and difficult to understand, so you're not alone in needing support to demystify this process.
Open enrollment starts annually in October, so check out this article to learn more and then let's discuss what works best for you and your family. ... 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.