Investment Management & Retirement Planning Services
Crosspoint Wealth Advisors have a disciplined and responsive process to help individuals, families, and institutional clients manage their investments in a manner that is suitable for their circumstances and objectives. Our advisors begin by helping their clients gain clarity about their financial circumstances, objectives, time horizon and risk tolerance.
Read more ...Financial Planning, Business Consulting, & Risk Management
Building, managing, and protecting wealth requires multiple skill sets and disciplines. Crosspoint Wealth Advisors help individuals gain clarity about their financial circumstances and develop a vision of their financial future. A thorough and well-integrated plan can help you achieve more predictable and more rewarding outcomes for yourself, your loved ones, and your community.
Read more ...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 a 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.
