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.
Invest in life, retire from worry.
Whether you are saving for retirement or just starting to invest, we're here to help you work toward your financial goals.
We're with you every step of the way.

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.
We offer comprehensive wealth management services to meet your financial goals.
Focused On Your Financial Future.
We provide tailored wealth management strategies to support you and your family.