The Crossroads Wealth Management Group

Our Process and Philosophy

Our Process and Philosophy

A comprehensive investment process

 

Discover who you are by…

·         Listening to you about your goals now and for the future, your perspective on risk and liquidity needs.
·         Gathering your information and documentation.
·         Opening dialogues with your accountant, estate attorney or other financial professionals, if needed. 

Propose a strategy for you by….

·         The information you have confided in us will be used to create a personalized plan tailored just for you.
·         Find an investment portfolio right for you.
·         Work together and schedule updates and/or reviews based on your needs.


Implement your plan by…

·         With your approval we will initiate the plan designed for you.
·         Phase in the investment recommendations.
·         Review forthcoming client statements as needed.

     Review your progress by…

·        Making sure we are addressing your goals and the plan.
·         Adjust the plan investments when needed.
·         Help you navigate life changies to keep your goals on track.


Our consistent and enduring investment beliefs

We will continue to have a bull and bear market and as we do these principles will guide our investment decisions in all markets.

Tax-efficient investing

Alignment with the plan

Maintaining objectivity

Manage risks

Be cost conscious

Wells Fargo Advisors Financial Network does not provide legal or tax advice.
PM 07132026-7524244.1.1

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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