Cross Country Wealth Management's mission is to inspire our clients to pursue their true goals in life through education, communication, and service which exceeds their expectations. We are a wealth planning firm serving clients across the country through holistic financial planning, proactive personal service and disciplined investment strategies.
We are headquartered in Baltimore, Maryland and cater to affluent investors and business owners across the United States. Our vision is to become your most trusted advisor by providing clarity, transparency and personalized service to help enhance and preserve your wealth. Explore our website to find out more about what we do and how, and then contact a wealth advisor to request a complimentary consultation.
We are headquartered in Baltimore, Maryland and cater to affluent investors and business owners across the United States. Our vision is to become your most trusted advisor by providing clarity, transparency and personalized service to help enhance and preserve your wealth. Explore our website to find out more about what we do and how, and then contact a wealth advisor to request a complimentary consultation.
Services
Cross Country Wealth Management is an independent wealth management firm located in the Baltimore/Washington DC area and serves clients nationwide. We have more than a decade of experience in wealth management and holistic financial planning services and use our diverse background in investment, tax, and estate planning services to provide our clients a professional and comprehensive financial strategy tailored to their individual needs.
We are proud of what we do and the company we keep. We are in business for you and only you. Learn more about how you will be treated with recommendations built around YOU, with confidentiality and transparency. Experience the difference with Cross Country Wealth. How to allocate your hard-earned assets can be a tricky process.
Who we associate with tells a lot about us. As a firm we gladly associate with those that are strong to their commitment to the financial planning process in a truly prudent and transparent manner. Working with a CERTIFIED FINANCIAL PLANNER(R) professional is assurance that he or she is a credentialed expert who is held to high ethical and professional standards.
A great relationship is based upon a solid foundation. The Client Bill of Rights clearly identifies the level of proactive service and relationship you will experience at Cross Country Wealth Management. You are entitled to a high level of proactive, courteous service from all associates at Cross Country Wealth Management.
There is a dizzying array of individual stocks, thousands of mutual funds, dozens of annuity companies, constant tax law changes and millions of webpages competing for investors attention. What is one to truly do to ensure that their investment direction will get them closer to their goals?
Our mission is to provide investors like you with the most appropriate investment strategies to help you pursue your goals by providing stellar due diligence and investment management.At the core of our belief is that there is no such thing as "one-size-fits-all". Each individual client has personal preferences and expects personalized responses towards their investment needs.
Our mission is to provide investors like you with the most appropriate investment strategies to help you pursue your goals by providing stellar due diligence and investment management.At the core of our belief is that there is no such thing as "one-size-fits-all". Each individual client has personal preferences and expects personalized responses towards their investment needs.
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