CrossleyShear Wealth Management Unveils New Logo, Tagline and Website as Part of Rebranding Effort

HEATHROW/MERRITT ISLAND, FLORIDA, June 13, 2018 – CrossleyShear Wealth Management (CrossleyShear), a team of advisors who offer premier financial planning and wealth management services, officially announced today the completion of a corporate-wide rebranding effort. The launch is the culmination of a fourteen-month project dedicated to creating a corporate brand identity that mirrors the company’s culture, client commitment and industry leadership position. The rebranding includes an enhanced corporate website and new logo. Additionally, CrossleyShear unveiled “Together. Wherever life takes you.” as both its purpose statement and tagline.

“This is an exciting change for us and marks a significant milestone in our evolution as a premier financial and wealth management partner,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, Financial Planner – RJFS. “While our steadfast commitment to our clients remains unchanged, we believe our new identity better reflects the culture, values and care philosophy that has made us successful since our inception. The launch of our new website is exciting for us as it enables us to provide a contemporary online experience that vividly represents our ambitions and client promise.”

Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Financial Advisor – RJFS added, “A company’s logo and tagline are critical components when demonstrating who you are and what you stand for. This project was an insightful exercise for us in clearly defining our client commitment through a new and modern identity while retaining our established values. Our new tagline clearly demonstrates the passion and customer promise we strive to deliver with each and every one of our clients and families.”

The re-brand was created in partnership with Muse Marketing + Creative, an award-winning national agency specializing in brand storytelling and experiential omni-channel marketing.

Visit to learn more about CrossleyShear Wealth Management and the team’s financial planning and wealth management solutions.

About CrossleyShear Wealth Management | Since 1998, CrossleyShear Wealth Management has served as a premier financial planning team dedicated to helping provide clients and families with innovative financial solutions and wealth management strategies. With offices in Heathrow and Merritt Island, Florida, the company’s tailored customer care philosophy and customized planning process helps empower its clients to achieve their financial goals and provide financial security for those that matter most. For more information about CrossleyShear Wealth Management and its client-centric approach to financial planning, visit

CrossleyShear Wealth Management is not a registered broker dealer and is independent of Raymond James. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

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