WealthCrossing

WealthCrossing is a fee-only financial advisory firm in Richmond, VA, founded in 2005, specializing in an integrated approach that combines financial planning, investment management, and tax strategy. Their team of highly credentialed advisors serves pre-retirees, retirees, changemakers, and multi-generational families with comprehensive services including retirement planning, cash flow planning, estate planning, portfolio design and monitoring, tax-smart planning, and wealth transfer strategies. They distinguish themselves through a client-driven, collaborative approach that focuses on keeping more money with clients through proactive tax efficiency and personalized wealth management.