Due to the current situation concerning COVID-19 and in attempt to decrease impact on our community, we have decided to take the following steps:

  • We ask that whenever possible, please call ahead of time and schedule appointments with our advisors at (423) 477-4311.

  • No wholesalers or door to door sales will be accepted until further notice.

Our office is still fully functioning in order to serve our clients.  We are available to take care of any service needs and questions you may have.  We apologize for the inconvenience and appreciate your cooperation.

Welcome to CrossBridge Wealth Management. We are a full service, integrated wealth management firm located in northeast Tennessee.  We are in the business of transforming lives through great ideas, trusted advice and unique solutions that help improve financial well-being.      

Thank you for visiting our website.  Feel free to look around and learn more about our firm. You can also give us a call at (423) 477-4311 to talk to one of our advisors or staff to learn more about our firm's capabilities.

 

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Securities and Investment Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser, PO Box 64284, St. Paul, MN 55164 (800) 800-2638.  CrossBridge Wealth Management and Woodbury Financial Services, Inc. are not affiliated entities.  Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice.  As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

 

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