Who We Are

We are a passionate, energetic group of advisors and staff who love to work together for your financial well-being.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

We take a comprehensive approach to wealth management, which means we look at your financial well-being from a total perspective. Our clients trust us to be their primary advisor, and expect us to develop and manage all the moving parts of their wealth management strategy.

Faith & Values

"Commit everything you do to the Lord. Trust him, and he will help you." Prov. 37:5 NLT

From the beginning, CrossBridge has been a Christian expression of a full service, comprehensive wealth management firm. Our faith drives our beliefs, and our beliefs drive our behavior. We not only strive to live up to the many fiduciary and ethical requirements of our profession, we also strive to live up to our calling as Christians. We are called to give great love and hope to the world because we have been given great love and hope in Christ.

Integrity

As revealed by humility and honest self awareness.

Trust

Born from personal integrity, close personal relationships and consistent executions.

Truth

As found in the person, life and teachings of Jesus Christ

Competence

Resulting from the right mix of skill, experience and judgement.