To focus on the best interests and needs of our clients to help families grow their wealth and protect their assets using high standards of Ethical Conduct, Integrity, and Confidentiality. Providing Protection, Independence, Dignity and Legacy planning for their future.
To provide financial and insurance strategies for individual investors, small businesses and retirees who appreciate personal guidance of an experienced, knowledgeable financial professional.St. Croix Financial Services was founded on the core belief that customers should not be sold their wealth management strategies, yet should work with a trusted advisor to ensure their wealth and retirement goals are attained.
To provide financial and insurance strategies for individual investors, small businesses and retirees who appreciate personal guidance of an experienced, knowledgeable financial professional.St. Croix Financial Services was founded on the core belief that customers should not be sold their wealth management strategies, yet should work with a trusted advisor to ensure their wealth and retirement goals are attained.
Services
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help pursue them by our providing sound financial information.
St. Croix Financial is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with Adam is his ability to provide clear, easily understood explanations of financial products and services.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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