Investment & Asset Management

Helping you preserve the wealth you have worked so hard to build – all the while seeking opportunities for growth – is our business. Your personal investment strategy is based on several factors including your goals, time horizon and risk tolerance. We evaluate your current holdings and allocate your assets in a variety of sectors and investments designed to increase the likelihood of generating an enhanced return over the long term. As part of our holistic approach to managing your investments and assets, we provide a full suite of tools to help you make an informed decision.

As your trusted advisor in the planning process, it’s our responsibility to keenly understand your goals and needs when defining your investment and asset management strategy. Once understood and as the first step in our planning process, we conduct a detailed financial analysis that is mindful of managing your assets in a manner that aligns with your goals and ability to withstand market fluctuations. This analysis serves as the foundation of an investment plan that paves the path to your financial vision of tomorrow. Here are a few things we consider in our holistic investment planning process:

  • Defining your personal financial roadmap
  • Evaluating your risk comfort zone
  • Establishing the appropriate mix of investments
  • Creation and availability of an emergency fund
  • Paying off high interest credit card debt

The team at CrossleyShear Wealth Management understands that managing your assets and management is much more than a plan. We’re here to provide clarity and personalized solutions to you help you and your family achieve your unique wealth management goals – for today and tomorrow.

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