Estate, Legacy, Charitable, & Stewardship Planning
One of our advisors' most rewarding opportunities is to help our clients thoughtfully shape their legacy by helping them manage, use, and distribute their wealth in a way that reflects "Who they are" and What they stand for". Our advisors are sensitive to the philosophical and spiritual beliefs of our clients, meeting them where they are, and seek to take them in the direction of their deepest values.
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Who We Are
Crosspoint Wealth Advisors LLC (CWA) is an independent private wealth advisory firm located in Indianapolis, Indiana. Through our advisors, we provide fee based services to individuals, families, business owners, foundations, and other institutions. Services provided include investment management, retirement income planning, financial planning, estate or legacy planning, business succession planning, charitable or philanthropic planning, social security planning, and risk management. Our services fall into the following broad categories:
- Investment Management and Retirement Planning Services
- Financial Planning, Business Consulting, & Risk Management
- Estate, Legacy, Charitable, & Stewardship Planning
Crosspoint senior advisors have an unusual depth of experience and knowledge in a broad array of specialized disciplines related to wealth management. To be good stewards of our experience and the relationships that we have with our clients, we are building an organization to last beyond the careers of our senior advisors. By carefully adding talented associates to our team and pouring into them, we will serve our clients better and for longer, effectively transitioning from one generation to the next.
