LaCross Financial Advisors is committed to your success. Based in Boston, MA, we work with clients worldwide. With a wealth of experience in tax planning and personal accounting we take the guesswork out of private wealth management, helping you grow and save smart. LaCross Financial wants to better understand your concerns, goals, fears, and expectations.
We provide a streamlined information gathering process and build trust by clearly communicating costs, potential and realized returns, risks, and opportunities up front. Every action made in your financial picture produces a reaction. LaCross Financial helps clients understand the costs, benefits, and potential opportunities of their financial decisions.
We provide a streamlined information gathering process and build trust by clearly communicating costs, potential and realized returns, risks, and opportunities up front. Every action made in your financial picture produces a reaction. LaCross Financial helps clients understand the costs, benefits, and potential opportunities of their financial decisions.
Services
LaCross Financial Advisors is a Boston-based private wealth management services company. Founded in 2016 by brothers Jeff and Richard LaCross, the company offers an integrated tax aware approach to financial management, including personal accounting, tax services and estate planning. With over 47 years combined experience, LaCross Financial Advisors is committed to steering clients on the path to financial freedom and confidence.
Two brothers, one focus: Finance. Although Jeff and Richard LaCross followed similar educational paths into the world of finance, each took a different focus with their passion that drove highly successful careers in the public and private sectors. Combining their talents was the next natural step, and LaCross Financial Advisors was born.
LaCross Financial Advisors provides individuals and families with long lasting relationships and customized private wealth management services. We are personally committed to helping our clients grow and save smarter with our integrated, tax aware approach. We have built a strategic network of top investment advisors, insurance experts and estate attorneys with the common goal of delivering the best client-centered results.
Given the complexity of the US tax code, effective tax planning can be a real challenge. Every life event and financial decision-marriage, divorce, death of a loved one, real estate, education, saving, investing, etc.-carries with it a potential tax implication. When done properly, tax planning can provide significant benefits for your overall financial position.
Creating a financial plan helps you to see the big picture, setting long and short-term life goals, a crucial step in mapping out your financial future. With a plan in place, it's easier to make financial decisions and stay on track to meet your goals. Establishing a relationship with a financial advisor you can trust is critical towards achieving your goals.
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