Broker Check

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 wholesales 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.

We're with you every step of the way.

EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put CrossBridge Wealth Management on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

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We offer comprehensive wealth management services to meet your financial goals.

Retirement Planning

Retirement Planning

We create strategies that are tailored to your needs and goals.

Investing 

Investing 

Years of experience have prepared us to guide you through your life transitions.

Estate Planning

Estate Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Group Health Benefits

Group Health Benefits

Want to provide that extra support and care to your employees? We offer a variety of plans to ensure your team has access to the best benefits.

Focused On Your Financial Future.

We provide tailored wealth management strategies to support you and your family.

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