What We Do

CrossBridge is an integrated wealth management firm that offers securities and investment advisory services through our broker dealer, Woodbury Financial Services, Inc. Our mission is to get to know and understand your needs, wants and long-term goals. We want to help you develop, implement, and monitor a strategy that is designed to address your individual situation.

We understand the challenges families face today. From managing debt to saving for college or retirement, these personal financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. All of our energy, commitment and efforts are focused on the client, and your satisfaction.

CrossBridge Provides

Knowledge and Experience

100 Years of combined financial planning experience.

Support

We want to build a long lasting relationship in which we can support you in all areas of your life.

Goals

We set goals, create strategies, implement those strategies and closely measure our progress.

Security

At the end of the day, we want our clients to feel secure in their futures and relieving concerns about finances really allows you to enjoy your life to the full.

Our Wealth Management Process

1. Understanding your Needs

Our first step is simple. We just want to get to know you. Knowing our clients not only strengthens our relationship but lays the foundation for strategy development.

2. Establish Goals

After having a good understanding of what you want in life, we are able to develop financial goals that will help you to live your life the way you want to.

3. Create a Strategy

Having our goals laid out means we can implement a strategy from which we'll be able to meet these goals. Our strategies 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 strategies built with leading financial tools.

4. Implement Strategy

This is the part we really look forward to. All the work prior to this is put into motion and you are one step closer to your goals.

5. Measure Progress

We are then able to walk with you every step of the way and support you during your journey.

CrossBridge is able to assist you in the following areas:

Investment

In all points of your life, there may be reasons to invest. At CrossBridge, we are able to develop strategies that suit your personality and risk tolerance to give you a better chance of achieving your goals.

Retirement Planning

Retirement can be a wonderful time in life. Let CrossBridge help clarify your financial goals and lay out a solid strategy to pursue them.

Estate Planning

We understand that the loss of a family member is difficult enough without having to deal with their assets. We offer complete estate planning and management to ensure the wishes of a loved one are carried out and fully processed.

Group Health Benefits

Your people are your greatest asset. They deserve to have quality investment options and benefits that keep them committed to your cause.

Savings

When we mention working towards a goal, saving for things such as your child's college is a great example. CrossBridge is able to tell you what you can to do to pursue this goal and will be with you every step along the way.

Protection Planning

As you know, preparation is very important, but not only for the good times. There are many unfortunate scenarios that can arise unexpectedly and become a financial burden on you and your family. Although it isn't an enjoyable topic to discuss, it is important to be ready if one of those scenarios becomes a reality.

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