423-477-4311
Account Access
CrossBridge Wealth Management Home
  • Home
  • About Us 
    • Who We Are
    • Meet The Team
    • What We Do
    • CrossBridge In The Community
  • Library 
    • Retirement
    • Estate
    • Insurance
    • Money
    • Lifestyle
  • Tools 
    • Glossary
    • Tax Resources
    • Calculators
  • Contact

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Top 5 Things to Tell Your Financial Pro

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Contact

Office: 423-477-4311

Fax: 423-477-4312

119 Boone Ridge Drive

Suite 403

Johnson City, TN 37615

info@crossbridgewealth.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The information on this website is intended for investors in the following states:

AL, AR, CA, CO, FL, GA, IN, KY, MD, MN, MO, NC, OH, PA, SC, TN, TX, UT, VA, WI

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.