Financial Advisors
Richmond, VA
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.
Ideal for: Pre-retirees with expanding wealth, retirees seeking income clarity, multi-generational families managing legacy wealth, business owners navigating major financial transitions
Service area: Richmond, Virginia and surrounding areas
Integrated Fee-Only Model: WealthCrossing operates on a fee-only basis with no commissions, meaning clients' interests are fully aligned with the firm's recommendations. This structure eliminates conflicts of interest common in commission-based advisory models.
Tax-Integrated Approach: The firm seamlessly integrates tax planning with investment and financial planning decisions, using strategies like tax loss harvesting, Roth conversions, and tax-smart gifting to help clients maximize after-tax returns and preserve wealth across generations.
Multi-Generational & Life-Stage Focus: WealthCrossing specifically serves clients at different wealth stages—from pre-retirees growing assets to retirees managing lifestyle and multi-generational families stewarding wealth and values together.
Address: 1001 Haxall Point #705, Richmond, VA 23219
Phone: (804) 237-1700
Website: wealth-crossing.com
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