Interested in Working Together?
Outside of writing this blog and raising a family, I am a licensed, Series 65 investment adviser. My firm, CrossPoint Wealth, is a fee-only investment firm that offers a variety services designed to help investors meet their financial goals.
From retirement planning to investment management, my firm can help bright a little common financial sense to your financial landscape .
However, it is very important to me that our philosophies align to help ensure that we can efficiently work together to pursue your goals.
If you’re interested in getting in touch to have a conversation about how I may be able to help guide you on your financial journey, fill out the form below and we can set up an appointment to chat further.
Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. SEC registration does not imply any level of skill or training.