01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a practice, our focus is to understand your goals and develop a plan to help reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

We believe a strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Comprehensive Financial Plans | Crosby Private Wealth Advisor

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Investment Planning Services | Crosby Private Wealth Advisors

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Financial Retirement Plans | Crosby Private Wealth Advisors

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Blogs

What to Do With Your Next Dollar: A Financial Order of Operations

Christopher Crosby |
Categories
Finance
Savings
Investments
Retirement
Risk Management
What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what to do. It's knowing what to do first, and in what order. That's a harder question than it looks. Each of these priorities is sound on its own. Max out the retirement contributions. Pay down the balances. Build the cushion. Put money to work in the market. But...

Trump Accounts: What Parents and Grandparents Should Know

Christopher Crosby |
Categories
Education
Savings
Family
Tax Planning
Finance
Investments
Trump Accounts have been in headlines for months. Few of those headlines explain them the same way. Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether. For parents and grandparents trying to figure out whether any of it matters for their family, the noise has gotten in the way of the signal. What These Accounts Actually Are Section 530A accounts (Trump Accounts) officially launched on July...

When the Headlines Keep Changing, Your Strategy Shouldn’t

Christopher Crosby |
Categories
Investments
Finance
Risk Management
It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour. And with every new development, there’s that quiet pressure in the background: Should I be doing something right now? That feeling is common. It’s also where many investment decisions start to drift off course. The Problem Isn’t the Headlines—It’s the Speed Market-moving news has always been part of investing. What’s changed...