Our Practice

At R Cross Asset Management, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where R Cross Asset Management comes in. We're trained, registered and licensed professionals, and we can draw on years of investment planning experience when creating a long-term strategy. We aim to help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?
We offer financial products and services tailored to your individual needs. We are committed to you for the long term.

R Cross Asset Management and Wells Fargo Advisors Financial Network are not tax or legal advisors. Investment and trust products and services are offered through affiliates.