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Who We Are

Integrated Planning Process Crosspoint Wealth Advisors

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:

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. 

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