CROSS COUNTRY WEALTH

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... At Cross Country Wealth Management, we understand the strong benefits of an integrated approach and maintain our main objective: Help our clients pursue their goals. Many other advisors prefer to be a piece of the puzzle and treat critical factors of your financial life as a separate unit. This may include the structure of an investment strategy separate from the tax concerns. They may choose to employ a gifting strategy without the involvement of a qualified attorneys' perspective. Or, they may try to position themselves as an advisor in order to..

Also known as: Cross Country Wealth Management

Primary location: Baltimore United States