Raymond James Financial Services

At CrossleyShear Wealth Management, we are more than just financial advisors; we are trusted partners on your journey to financial security. For over 25 years, we have been dedicated to providing exceptional service and expert advice to our clients. Our commitment to a client-centric approach to financial planning has made us one of the nation's leading wealth management firms.

Our team is comprised of experienced professionals who understand the importance of personalized financial solutions. We take the time to understand each client's unique needs and goals, then craft a comprehensive wealth management plan that addresses their specific financial blueprint. This approach allows us to deliver tailored advice and guidance that helps our clients navigate life's challenges and achieve their financial dreams.

The Benefits of Working with Us

At CrossleyShear Wealth Management, we believe in the power of collaboration and the importance of working together to achieve your financial goals. By choosing us as your financial advisor, you can expect a range of benefits that set us apart from other firms.

First and foremost, we operate under a fiduciary standard, always acting in your best interest. This means that we prioritize your needs and goals above all else, providing you with the confidence and peace of mind that your financial future is in good hands.

In addition to our commitment to a client-centric approach, we offer a comprehensive range of financial services designed to meet the diverse needs of our clients. Whether you are planning for retirement, saving for your child's education, or simply looking for financial planning advice, we are here to help you every step of the way.

Our Team

At CrossleyShear Wealth Management, we are proud to have assembled a team of experienced professionals who are dedicated to providing exceptional service and expert advice to our clients. Our team includes:

• Managing Director, Washington Policy Analyst Ed Mills
• Chief Investment Officer Larry Adam

Together, we have the expertise and experience to help you navigate life's financial challenges and achieve your financial dreams.

The Journey

At CrossleyShear Wealth Management, we understand that life is a journey filled with ups and downs, twists and turns. Along the way, you will encounter a range of financial challenges that can be overwhelming at times. Whether you are planning for retirement, saving for your child's education, or simply looking for financial planning advice, we are here to help you along the way.

Our commitment to a client-centric approach to financial planning means that we take the time to understand each client's unique needs and goals. From there, we craft a comprehensive wealth management plan that addresses their specific financial blueprint. This approach allows us to deliver tailored advice and guidance that helps our clients navigate life's challenges and achieve their financial dreams.

News, Events, and Insights

At CrossleyShear Wealth Management, we are committed to staying up-to-date on the latest market trends and financial news. Our team regularly shares insights and commentary on topics ranging from market performance to retirement planning strategies.

Some recent highlights include:

• Ed Mills breaking down the 2024 race for Congress and key issues Washington D.C. will tackle in 2025.
• CIO Larry Adam providing insight into market-moving headlines in Up & Adam.
• Market participants focusing on Fed Chair Jerome Powell's two-day testimony before Congress.
• Contracts linked to the S&P 500, NASDAQ 100, and Dow Jones Industrial Average trading flattish.

Media Center

At CrossleyShear Wealth Management, we are proud to be a trusted source for financial news and insights. Our team regularly appears in the media, sharing their expertise and providing commentary on a range of financial topics.

Some recent appearances include:

• Ed Mills on the 2024 race for Congress and key issues Washington D.C. will tackle in 2025.
• CIO Larry Adam on market-moving headlines in Up & Adam.

Giving Back

At CrossleyShear Wealth Management, we believe in the importance of giving back to our community. Our team is committed to supporting a range of charitable causes and organizations, and we are proud to partner with local non-profits to make a positive impact on the lives of those around us.

Voyage Riskalyze

At CrossleyShear Wealth Management, we understand the importance of taking calculated risks when it comes to your investments. That's why we use Voyage Riskalyze, a powerful tool that helps us assess your risk tolerance and craft an investment strategy that aligns with your unique needs and goals.

Services

At CrossleyShear Wealth Management, we offer a comprehensive range of financial services designed to meet the diverse needs of our clients. Whether you are planning for retirement, saving for your child's education, or simply looking for financial planning advice, we are here to help you along the way.

Some of the services we offer include:

• Investment & Asset Management
• Trust & Estate Planning
• Education Planning
• Insurance Planning
• Retirement Planning
• Executive Wealth Management
• Virtual Family Office
• Business Valuation and Sales Expertise

We work with a range of clients, including:

• Families
• Individuals
• Professional Athletes and Coaches
• Business Owners
• Corporate Executives
• Aerospace Industry
• CSsports