When Cross Inland Wealth Management went from an idea to becoming a reality, it focused on a concept that seems to be a fading today, “Stewardship with Integrity”. We strive to consistently provide a positive customer experience. Looking around society today it feels as though our positive experiences as consumers have been forgotten about. In a time where supply chain issues, staffing issues, and rising prices have been the focus for businesses, folks have been left behind in a wake of mediocre or poor customer experiences.
We are an Independent Financial Advising and Management firm with a singular focus: You. Every client we work with benefits from us not having any loyalty requirements to a particular mutual fund company, insurance company, product or solution. The recommendations and products we use are based on your personal goals, assets, time horizon and risk tolerance. Being a firm free from proprietary obligations also allows us to have a deep bench of providers, products, carriers and industry professionals to leverage in order to be a Steward for your financial plan.
Whether you are an individual investor or business owner, whether you have $50 million in assets or you are just starting out, we are here to provide stewardship, leadership, mentorship, guidance and education to you and your loved ones. Our goal is to deliver exceptional service by honoring you and growing our relationship through transparency, service and a high level of integrity. We know how hard you have worked for every dollar you are entrusting to us, and we will never take that responsibility for granted.
We are dedicated to providing stewardship through investment management, well-researched advice and strategic wealth planning specific to your needs. We strive to not only start a relationship with you in the beginning, but to continually earn your trust to become your advisor for years to come. We want to be someone you are excited about referring your family and friends to.
