What We Do

CrossBridge is a full service, integrated wealth management firm.  Our wealth management process begins with taking a comprehensive look at your financial well-being.  Once we understand your financial needs and available resources, we set goals, create a strategy, implement solutions and then closely measure our progress.  This process continues through the various seasons of your financial life.

We offer services and solutions in the following areas: Investments, Retirement Planning, Estate Planning, Personal and Business Risk Management, Corporate Retirement Plans, Group Health Benefits, Executive Compensation, Stock Purchase Programs, Long Term Care and more.

Our solutions are built on a flexible platform of world class investment companies, corporate benefit providers and top insurance firms.  This means you get independent advice and customized solutions built with the best financial tools available.

Since CrossBridge is a full service wealth management firm, perhaps it would be easier to learn about what we do by selecting one of our client groups below.   

Private Client: (Individuals & families, small business owners, individual trusts)

Enterprise Client: (Businesses, hospitals, foundations, non-profit organizations)

Professional Practice: (Physicians, attorneys, accountants, engineering firms, etc.)

Sports & Entertainment:  (Professional athletes and entertainers)

Advisor Assist:  (Self directed investors who seek advice for complex financial decisions)