Find wealth managers in Baltimore

We start with your goals in mind. As independent financial advisors, we have one agenda- yours. Integrating our tax knowledge with a balanced approach allows us to view your finances in a much broader scope. Our comprehensive and holistic wealth management can help you effectively execute your estate planning, investment management, financial planning

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 help families and businesses manage and grow wealth. Imagine what's possible when your financial advisor understands your individual goals, crafts an investment strategy just for you, and explains everything in a way that makes sense. One of our keys to investment success starts with preparing your portfolio for the current economic season. Give

The kind of attention required for smarter decision making and effective goals-based financial planning. Not once or twice a year, but every day - through every important decision, challenge and life change they face. Take a moment to explore what full and focused attention really means and all of the ways we redefined how wealth management is done