How We Are Different

CrossBridge is a unique and dynamic place.  We have to be, because our clients are unique, and their financial world can change quickly. But one thing hasn't changed, and that is the value of trusted advice and close personal relationships.  So how does this make us different?  Well, we have discovered three key ingredients that must be present when pursuing trusted advice and close personal relationships - character, competence and chemistry.  These three qualities flavor our unique approach to wealth management.

Our character is grounded in our faith and values. We try to love God and love people in all we do. Our competence is a result of the right mix of skill, experience and judgement.  And our chemistry comes from working with clients and colleagues we respect and enjoy.  All of this adds up to a unique culture that fosters collaboration and synergy. This is important, because collaboration and synergy lead to better ideas, better service and overall more satisfied clients.

We are also unique in our ability to offer objective and independent advice.  Most financial advisory firms say they are independent.  Some are, some aren't.  We define independence as, "complete freedom to offer the most appropriate advice, product or service that serves our client's best interest."  You see, no other company owns CrossBridge.  So we have no quotas to meet or proprietary products to sell.  We really are independent.

Sometimes we hear our advisors are really friendly.  We're not surprised, because we really like people.  We are also told that we are caring, that we explain things in ways that are easy to understand, and that we are genuine, helpful and always seem to be prepared.  It's probably because our dependable service makes clients feel informed, or maybe it's because our disciplined wealth management process helps us keep a close eye on things. It could also be the result of our portfolio screening processes or our multi-disciplined team with over 100 years of combined financial planning experience.  

Whatever the reason, all of these things and more make CrossBridge different than most wealth management firms.  If you really want to see how we are different, then give us a call to schedule a free personal consultation.