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The CrossPoint Difference

Empty wooden chairs in autumn fall foliage season countryside at Charlottesville winery vineyard in blue ridge mountains of Virginia with cloudy sky day

EMPOWERING YOU TO MAKE EXCEPTIONAL FINANCIAL DECISIONS

Rooted in actuarial science, our processes are designed to help you make the best possible decisions about your retirement plan, investments, insurance, risk management, and overall financial goals. We are highly-specialized in what we do and have deep expertise in serving established physicians and other successful professionals who are nearing retirement and want a partner to help them enjoy the next phase and leave the legacy they desire.

EXPERIENCE THE CROSSPOINT DIFFERENCE

We are completely holistic and help coordinate your entire financial world.

We offer a technical, academic approach to wealth management.

We are transparent in our advisory fees and investment fees.

We aggregate your financial world into one place with 24/7 access.

We serve individuals, families, and businesses across the nation.

We are deeply committed to providing exceptional client service.